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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, particularly in plan terminations and compliance with regulatory requirements. Strong communication and organizational skills 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 TerminationsDrafting Termination ResolutionsAnalytical ThinkingAttention to DetailOrganizational Skills
Soft Skills
Excellent Written CommunicationExcellent Oral CommunicationTeam PlayerOwnershipInitiative
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
- Handle plan terminations
- Answer retirement plan questions
- Manage an assigned block of responsibilities
- 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