Retirement Plan Administrator - Plan Terminations - Remote

Overview

The Retirement Plan Administrator – Plan Terminations is responsible for managing the complete process of terminating employer-sponsored retirement plans, ensuring compliance with regulatory requirements and providing guidance throughout the process.

In Short

• Oversee all aspects of plan termination.
• Ensure compliance with IRS, DOL, and ERISA regulations.
• Prepare and submit necessary documentation to regulatory agencies.
• Educate plan sponsors on termination steps.
• Coordinate distribution of plan assets.
• Work with third-party administrators and vendors.
• Resolve participant and plan sponsor concerns.
• Identify opportunities to streamline procedures.
• Lead communication with stakeholders.
• Perform annual non-discrimination testing.

Requirements

• Strong knowledge of retirement plan regulations.
• Excellent organizational and project management skills.
• Outstanding communication abilities.
• Ability to work independently and collaboratively.
• Detail-oriented with a commitment to accuracy.
• Bachelor's Degree in a related field preferred.
• 3+ years of experience in retirement plan administration.
• Experience with FTW and PensionPro preferred.
• Proficient with Microsoft Office Suite.
• Professional certifications are a plus.

Benefits

• Competitive salary with annual bonus.
• Fully remote or hybrid work options.
• Opportunities for professional development.
• Collaborative work environment.
• Comprehensive benefits package.