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13 дней назад

Retirement Plan Administrator (Fintech)

Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
Для мэтча и отклика нужен Plus

Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
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TL;DR
Retirement Plan Administrator (Fintech): Supporting the administration of 150–200 retirement plans through compliance testing, contribution reconciliation, employer contribution calculations, IRS filings, and plan document preparation with an accent on regulatory accuracy and tailored financial solutions. Focus on reviewing participant limits, approving distribution and loan requests, solving plan administration issues, and coordinating with Compliance Consultants.

Location: Norfolk, Nebraska, United States

Company

Retirement Plan Consultants, a partner with hirify.global Marketing Group, administers retirement plans for companies across the United States and provides customized retirement solutions.

What you will do

  • Support Compliance Consultants and Coordinators with administrative functions for 150–200 client retirement plans.
  • Perform compliance testing and review plan and participant limits.
  • Reconcile contributions and calculate employer contributions.
  • Prepare and file annual IRS-required forms and formal plan documents and amendments.
  • Review and approve participant distribution and loan requests.
  • Provide backup support for incoming calls and communicate with clients when needed.

Requirements

  • 1–2 years of financial services experience preferred.
  • ASPPA RPF certification preferred.
  • Computer and technical literacy, including Microsoft Office Suite.
  • Meticulous attention to accuracy and strong organizational skills.
  • Commitment to customer service and creative problem solving.

Culture & Benefits

  • Training and education to support employee growth and advancement.
  • Opportunities to progress into client-facing roles and manage an assigned group of clients.
  • Workplace culture focused on community engagement and work-life balance.
  • Competitive compensation and benefits supporting employees and their families.
  • Career opportunities within a rapidly growing insurance and financial services company.

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