Retirement Plan Administration Specialist

Invisible Technologies

. Perform year-end testing for DC plans and 5500s for terminating DC plans (EZ, SF and large) .

Posted 11/6/2026contractRemote • ChileJuniorMid-Level💰 $5 per hourWebsite

Core Competencies

Role fit

Core Competencies

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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

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Applicant Tracking System Keywords

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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 AdministrationBundled ClientsCross-Functional Alignment

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
Handle plan terminations for retirement plan administration clients
Answer retirement plan questions and collaborate with the team to improve workstreams
Support compliance testing, government reporting, plan terminations, and retirement plan compliance for bundled clients
Help define and guide retirement-plan-specific strategic, operational, and product improvements
Ensure cross-functional alignment in the annual retirement plan administration process
Oversee retirement plan compliance and drive product improvements

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
Ability to work 9am–6pm ET