3.16 Operations Specialist

64

Retirement plan administration experience
Form 5500 filing and review
Participant eligibility determination
The role supports the 3.16 Center of Excellence by overseeing administrative responsibilities typically managed by the plan sponsor

Job Summary

  • The role supports the 3.16 Center of Excellence by overseeing administrative responsibilities typically managed by the plan sponsor.
  • This position ensures accurate execution of day-to-day tasks including Form 5500 filings, distribution approvals, and compliance with governing plan documents.
  • Candidates are expected to serve as a Subject Matter Expert and mentor team members while maintaining high standards of data security and client service.

Matching Summary

The role supports the 3.16 Center of Excellence by overseeing administrative responsibilities typically managed by the plan sponsor.

Skills & Requirements

Must-have

  • retirement plan administration experience
  • Form 5500 filing and review
  • participant eligibility determination
  • ERISA compliance knowledge
  • data integrity reviews
  • RMD processing

Nice-to-have

  • mentoring team members
  • project lead capabilities
  • subject matter expertise
  • process optimization skills
  • strong communication abilities

Key Requirements

  • Bachelor's degree in business, accounting, or HR
  • Professional retirement administration experience
  • Intermediate MS Office Suite knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter