Retirement Plan Administration Specialist
Meridial Marketplace, by Invisible
2 weeks ago Be among the first 25 applicants Retirement Plan Administration Associate Who are we looking for? The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compliance for our client’s bundled clients. This team is the go-to subject matter experts on qualified retirement plan rules and operations—often operating as an internal consulting group, defining and guiding retirement plan specific strategic, operational and product improvements across the company. The team ensures cross-functional alignment in iterating and executing the annual retirement plan administration process, overseeing the retirement plan compliance of our client’s clients and driving product improvements. The RPA team is seeking an experienced retirement plan administrator to join this dynamic and agile team to handle the plan terminations. The ideal candidate is a motivated individual who can manage their own block of responsibilities, confidently answer retirement plan questions and collaborate with the team to improve workstreams. What will you be doing? Year end testing for DC plans & 5500s for terminating DC plans (EZ, SF and large) Drafting termination resolutions Communicate with clients throughout the termination process Requirements Minimum of 2 years of retirement plan administration experience Ideally has worked on plan terminations and/or plan documents Excellent written & oral communication skills Meticulous attention to detail & organization Passion for helping people Proficient in Microsoft Office Suite & G suite Proven ability to think analytically & operate independently within set deadlines Team player Shows ownership and initiative in all aspects of work QKA certifications Shift: 9am - 6pm ET Compensation: $5 Hourly Employment type: Contract Workplace type: Remote Seniority level: Entry Level #J-18808-Ljbffr Meridial Marketplace, by Invisible
- ...Plan Documents Specialist - Freelance Project We’re looking for a dedicated specialist to assist... ...Doing? Our mission is to empower retirement savings by providing bundled plan services... ...with Onboarding, Retirement Plan Administration, Client Success, and Employer...RetirementHourly payContract workInterim roleFreelanceWork at officeRemote work
$60k - $70k
Albert Invent is seeking an experienced Retirement Plan Administrator to join their team in New York City. The successful candidate will be responsible for year-end testing for defined contribution plans, assisting with plan terminations, and answering queries related to...Retirement- Empower is hiring for a remote financial professional role aimed at providing top-notch customer service for retirement plans. The position requires a commitment to a flexible work schedule and includes opportunities for personal growth within a supportive team environment...RetirementRemote jobFlexible hours
- ...of government contracting, including pre-and post-award administration. The ideal candidate will have a Bachelor's degree, at... ...negotiation skills. Benefits include comprehensive health plans, vacation, and retirement options. U.S. Citizenship is required for background...Retirement
- ...and reporting excite you? We are looking for someone like you to: • provide administrative and operational support to Workplace Wealth Solutions (WWS) Branch Management and Retirement Plan Advisors, helping ensure a seamless client experience across onboarding, recordkeeper...RetirementFlexible hours
$120k - $140k
...Compensation Analyst, you will support the administration and evolution of OpenTable’s global... ...related analytical field such as Financial Planning. Advanced proficiency in Excel,... ...Employee Resource Groups Competitive retirement and health plans Note for MA applicants...RetirementWork at officeLocal areaFlexible hours2 days per week$80k - $90k
A financial technology company in New York is seeking an experienced retirement plan administrator. The ideal candidate will handle year-end testing, client queries, and plan terminations for qualified retirement plans. This role requires a strong background in plan administration...Retirement$60k - $70k
A leading financial technology company is looking for an experienced Retirement Plan Administrator. Responsibilities include compliance testing, client consulting, and plan terminations. Ideal candidates will have experience with Qualified Plans, attention to detail, and...RetirementRemote job$55k - $70k
Ascensus is seeking an NQ Plan Administrator to be part of our client services team, involved in planning and servicing clients’ corporate... ...requires a Bachelor’s degree and 2+ years of experience in the retirement services sector. Key responsibilities include maintaining...Retirement- Job Summary NQ Plan Administrator is an integral part of the client services team that plans, develops, delivers and services clients’ corporate... .... 2+ years’ experience working in a related position in the retirement services sector. Strong MS Office skills to include Excel,...Retirement
- Ascensus is seeking an NQ Plan Administrator in Pennsylvania to be an integral part of the client services team. The administrator will implement and maintain client non-qualified benefit plans, ensuring accuracy and smooth operations. The ideal candidate will have a Bachelor...Retirement
$29.5 - $31.5 per hour
...Administrative and Events Coordinator OVERVIEW Practising Law Institute (PLI) educates... ...: Medical, dental and vision plans for employees and their families Generous... ...employer contribution to employee retirement savings account Ample paid time off...RetirementHourly payWork experience placementSummer workLocal areaRemote workHome officeFlexible hours- The Bergin Agency is seeking an Executive Associate to support a senior financial representative. Responsibilities include managing client interactions, assisting with service needs, and preparing for appointments. The ideal candidate has at least 2 years experience in ...RetirementWork at office
- ...paid time off Medical, dental, and vision benefits for you and your family Life insurance and disability benefits Retirement plan dependent on country of employment Parental leave Fertility and family building benefits through Carrot Lunch,...RetirementFull timeFlexible hours
$70k - $75k
...and client satisfaction while managing administrative workflows, coordinating meetings and events... ...setups, logistics, and execution •Plan and oversee all conference center... ...Insurance/ AD Disability Insurance Retirement Plan Paid Time Off Holiday Time Off...RetirementWork at officeLocal areaRemote workFlexible hours$50k - $60k
...Full-Time Health Plan Partnership Specialist Reports To: Director of Marketing and Community Relations... ...~ Bachelor's degree in Healthcare Administration, Public Health, Marketing or a... ...disability and life insurance ~403(b) retirement savings plan ~ Flexible spending...RetirementFull timeFlexible hoursWeekend workAfternoon shift$65.8k - $131.5k
...office based on business needs. As a Corporate Event Planning Specialist , you will manage and produce internal and external events... ...health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.RetirementMinimum wageFull timeContract workWork at officeLocal areaRemote workFlexible hoursAfternoon shift3 days per week1 day per week- Nationwide Mutual Insurance Company is seeking an Internal Retirement Specialist to provide education and guidance regarding retirement plans for participants. This role requires strong consultative selling skills and the ability to build strategic relationships with field...RetirementRemote job
- ...New York, NY is seeking a Financial Planner to provide financial planning and investment advisory services. This role involves research and presentation of investment strategies, development of retirement plans, and coordination of estate planning. The ideal candidate will...Retirement
$15.49 - $20 per hour
...coordinating case management activities and assisting with discharge planning. Candidates should have a high school diploma, knowledge of... ...$20.00, along with a comprehensive benefits package including medical, dental, and retirement options. #J-18808-Ljbffr Prime HealthcareRetirementFull timeDay shift- ...individual to utilize route analysis software for effective route planning in assigned branch locations. This role involves data analysis... ...benefits package including health and wellness benefits, retirement plan matching, and more. #J-18808-Ljbffr The Terminix International...RetirementFull time
- ...relationships with Fidelity. What to expect… As part of the Workplace Planning and Advice outbound and inbound call team, you will start your... ...calls from 401(k) participants helping them with their retirement and investment needs. You are learning. We provide all the...RetirementWork at officeLocal area
$132k - $264k
...Transfer Pricing Planning Specialist Marsh is seeking the right candidate for a role focused on transfer pricing planning and risk management... ...and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs....RetirementMinimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- Responsibilities Manage the full onboarding process for both takeover and start-up retirement plans from initial case review through final implementation Coordinate plan conversions and new plan installations while ensuring accurate and timely completion of all onboarding...Retirement
- CPS, Inc. is looking for an experienced professional to manage the onboarding process for retirement plans. Responsibilities include coordinating conversions, conducting meetings with plan sponsors, ensuring compliance, and troubleshooting issues during implementation....Retirement
$10k
...programs from the ground up. What You’ll Do Own end-to-end planning and execution for all internal employee events (e.g., all‑hands... ...coverage Fertility drug coverage (up to $4,000 lifetime) Group Retirement Plan with employer match (RRSP + DPSP) Parental leave: up to...RetirementFull timeWork at officeRelocationHome officeRelocation packageFlexible hoursAfternoon shift$45k - $50k
...national financial advisory firm located in Georgia is seeking a Financial Education Coordinator. This role involves coordinating retirement plan education programs, managing client communications, and producing promotional materials. Ideal candidates will have strong...Retirement- ...Environmental Protection (DEP) is eager to welcome a committed Sewage Planning Specialist Trainee who is ready to make a positive impact throughout... ..., cleaner Pennsylvania! This position supports the administration of the Sewage Facilities Act by working with local...Full timeTraineeshipWork at officeLocal areaRemote workWork from homeMonday to Friday3 days per week
- Lead Retirement Plan Specialist About the role We're hiring a Lead Retirement Plan Specialist to be a senior operator on our team, a trusted... ...plan document elections, and de-risk the handoff to ongoing administration. Help with year-end compliance: ADP/ACP, 410(b), 415,...RetirementRelocation
$80k - $110k
...on their clients, while we handle the investment operations, planning, and back-office. We strive to be the leading hub for values... ...running analyses and generating reports across tax planning, retirement projections, estate scenarios, and more. You'll also help shape...RetirementFull timeRemote work
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