Retirement Plan Administration Specialist - Freelance Project

Invisible Expert Marketplace

Chile, Chile
$5 hourly ph
On-site
Retirement plan compliance
Government reporting
Plan terminations
The Retirement Plan Administration team is responsible for compliance testing, government reporting, plan terminations, and retirement plan compliance for bundled clients

Job Summary

  • The Retirement Plan Administration team is responsible for compliance testing, government reporting, plan terminations, and retirement plan compliance for bundled clients.
  • This team acts as subject matter experts on qualified retirement plan rules and operations, guiding strategic, operational, and product improvements.
  • The role involves year-end testing for DC plans, drafting termination resolutions, and communicating with clients throughout the termination process.

Matching Summary

The Retirement Plan Administration team is responsible for compliance testing, government reporting, plan terminations, and retirement plan compliance for bundled clients.

Salary

$5 Hourly

Skills & Requirements

Must-have

  • retirement plan compliance
  • government reporting
  • plan terminations
  • qualified retirement plan rules
  • Microsoft Office Suite
  • G suite

Nice-to-have

  • passion for helping people
  • team player
  • ownership and initiative

Key Requirements

  • Minimum of 2 years of retirement plan administration experience
  • Experience with plan terminations and/or plan documents
  • Excellent written & oral communication skills
  • Meticulous attention to detail & organization
  • Proven ability to think analytically & operate independently
  • QKA certifications

Work Rights

Not specified

Tailored Resume

Cover Letter