Administration

• 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

Explore Retirement Plan Administration Specialist at Invisible Technologies. Review requirements and application details.