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Retirement Plan Administration Specialist
Invisible Technologies. Perform year-end testing for defined contribution plans and Form 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, particularly in plan terminations and compliance with Form 5500 requirements. Strong communication skills and meticulous attention to detail are essential for managing client interactions and improving workstreams.
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 AdministrationPlan TerminationsForm 5500 ComplianceAnalytical ThinkingAttention to Detail
Soft Skills
Excellent Written CommunicationExcellent Oral CommunicationOrganizational SkillsTeam PlayerOwnership and Initiative
Tools & Technologies
Microsoft Office SuiteG Suite
Certifications & Qualifications
QKA Certification
Industry Keywords
Defined Contribution PlansTermination ResolutionsClient CommunicationWorkstream Improvement
About the role
Key responsibilities & impact- Perform year-end testing for defined contribution plans and Form 5500s for terminating DC plans (EZ, SF and large)
- Draft termination resolutions
- Communicate with clients throughout the termination process
- Handle plan terminations
- Manage an assigned block of responsibilities
- Answer retirement plan questions
- Collaborate with the team to improve workstreams
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