Senior Associate, Retirement Plan Administration (Fintech)

TL;DR

Senior Associate, Retirement Plan Administration (Fintech): Managing compliance testing and government reporting for retirement plans with an accent on large plan administration and audit processes. Focus on ensuring compliance with IRS regulations and providing consulting services to clients.

Location: Remote

Salary: $80K-$90K

Company

hirify.global is a financial technology company based in New York City, focused on redefining savings for retirement, education, and healthcare.

What you will do

• Conduct year-end testing for defined contribution plans.
• Answer client service team inquiries regarding retirement plans.
• Assist with plan terminations and EPCRS corrections.
• Provide consulting services to sponsors and advisors as needed.

Requirements

• Experience in Retirement Plan Administration for Qualified Plans, including IQPA audits.
• Strong understanding of plan administration, compliance testing, and IRS regulations.
• Excellent written and oral communication skills.
• Meticulous attention to detail and organization.
• Proficient in Microsoft Office Suite and G Suite.
• QKA certification preferred.