Assistant Plan Administrator

$48k

American Northwest Advisory

Washington DC

Job Description
Job Description
Pay: $48,000.00 per year
Job description:
Company Overview
We are over an established 20 year retirement plan administration and advisory firm that provides services to employers sponsoring 401(k) and other qualified retirement plans that is continuing our growth. Our firm works with business owners and plan participants to ensure their retirement plans are administered accurately, efficiently, and in full regulatory compliance.
Position Overview
We are seeking a detail-oriented and highly organized Retirement Plan Administration Associate to join our team. This entry-level role is ideal for a recent college graduate or someone who has graduated within the past two years who is interested in developing a career in finance, retirement plans, accounting, or employee benefits administration.
This position combines precision administrative work with direct interaction with retirement plan participants and employer clients. The role requires someone who is comfortable performing repetitive, detail-focused work while maintaining extremely high accuracy standards.
Key Responsibilities
Administrative & Account Processing
Process retirement plan transactions and maintain participant account records
Review and enter data into internal administration systems
Assist with retirement plan compliance testing and reporting
Prepare participant distributions, loans, and account updates
Verify data accuracy and ensure transactions meet regulatory requirements
Perform detailed review of plan documents and participant records
Participant & Client Support
Respond to calls and emails from plan participants regarding account questions
Provide clear explanations regarding retirement plan features such as loans, distributions, and contributions
Assist employer clients with administrative requests related to their retirement plans
Maintain a professional, helpful, and patient approach when assisting participants
Operational Support
Maintain accurate electronic records and documentation
Work with internal team members to meet deadlines for plan administration tasks
Assist with special projects related to plan administration and compliance
Benefits:
401(k)
Paid time off
Work Location: In person

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Vacancy posted 8 days ago

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