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Retirement Plan Administration Specialist
Invisible Technologies. Perform year-end testing for DC plans and 5500s for terminating DC plans (EZ, SF and large) .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in retirement plan administration, including plan terminations and compliance testing, while effectively communicating with clients and collaborating with teams to enhance operational processes.
Highest-signal resume keywords
Retirement Plan Administration ExperiencePlan TerminationsQKA CertificationMicrosoft Office Suite ProficiencyG Suite Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Retirement Plan ComplianceCompliance TestingGovernment ReportingDrafting Termination ResolutionsAnalytical Thinking
Soft Skills
Excellent Written CommunicationExcellent Oral CommunicationAttention to DetailOrganizationTeam Player
Certifications & Qualifications
QKA Certification
Industry Keywords
DC Plans5500sRetirement Plan QuestionsClient CommunicationWorkstream Improvement
About the role
Key responsibilities & impact- Perform year-end testing for DC plans and 5500s for terminating DC plans (EZ, SF and large)
- Draft termination resolutions
- Communicate with clients throughout the termination process
- Manage an assigned block of responsibilities
- Answer retirement plan questions
- Collaborate with the team to improve workstreams
- Support compliance testing, government reporting, plan terminations, and retirement plan compliance for bundled clients
- Contribute to strategic, operational, and product improvements related to retirement plan administration
Requirements
What you’ll need- 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
- Availability for the 9am–6pm ET shift