Associate, Retirement Plan Administration (Testing)

TL;DR

Associate, Retirement Plan Administration (Testing): Managing compliance testing and government reporting for retirement plans with an accent on ensuring adherence to IRS regulations and plan administration. Focus on year-end testing, client inquiries, and plan terminations.

Location: Remote

Salary: $60K-$70K

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.
• Respond to client service 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.
• Strong understanding of compliance testing and IRS regulations.
• Excellent written and oral communication skills.
• Detail-oriented and organized.
• Proficient in Microsoft Office Suite and G Suite.
• QKA certification preferred.

Culture & Benefits

• Competitive health coverage and generous vacation policy.
• Hybrid office policy with a comfortable office in Midtown Manhattan.
• Strong focus on employee wellbeing.
• Great 401(k) plan.

Hiring process

• Initial conversations with team members.
• Skill or experience screening followed by interviews.
• Reference checks before making an offer.