Retirement Plan Client Services Lead (Hybrid/Remote)

McGregor & Associates, Inc.; Lexington (KY); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with match

Paid time off

Remote work possible

Job summary

McGregor & Associates, Inc. in Kentucky seeks a Retirement Plan Administration Associate to support compliance testing, plan design and governmental reporting for sponsor plans and financial advisors.

You will handle day-to-day administration, data accuracy, and deadlines with attention to detail and customer service. Under the Retirement Department Manager, you will coordinate with plan auditors and other specialists, prepare Form 5500 filings, nondiscrimination testing, and assist with

Qualifications

• Bachelors degree or equivalent experience preferred.

Responsibilities

• Provide timely, exceptional customer service and issue resolution.

Skills

Attention to detail

Time management

Effective communication

Multi-tasking

Problem solving

Analytical skills

Relationship builder

Excel

Word

Outlook

Education

Bachelor's Degree or equivalent experience preferred

3+ years ERISA experience in retirement industry preferred

Job description

McGregor & Associates, Inc. in Kentucky seeks a Retirement Plan Administration Associate to support compliance testing, plan design and governmental reporting for sponsor plans and financial advisors.

You will handle day-to-day administration, data accuracy, and deadlines with attention to detail and customer service. Under the Retirement Department Manager, you will coordinate with plan auditors and other specialists, prepare Form 5500 filings, nondiscrimination testing, and assist with