Retirement Plan Administration Specialist (Finance)

TL;DR

Retirement Plan Administration Specialist (Finance): Handling compliance testing, government reporting, and plan terminations for bundled clients with an accent on DC plan year-end testing and 5500 filings. Focus on drafting termination resolutions and ensuring cross-functional alignment in the annual administration process.

Location: Remote (Philippines)

Salary: $5 Hourly

Company

hirify.global provides specialized retirement plan administration and consulting services for bundled clients.

What you will do

• Perform year-end testing for DC plans and complete 5500s for terminating DC plans (EZ, SF, and large).
• Draft termination resolutions for retirement plans.
• Maintain consistent communication with clients throughout the termination process.
• Collaborate with the RPA team to improve internal workstreams and operational efficiency.

Requirements

• Minimum of 2 years of experience in retirement plan administration.
• Experience working on plan terminations and/or plan documents.
• Shift: 9am - 6pm ET.
• QKA certifications.
• Proficiency in Microsoft Office Suite and G Suite.
• Excellent written and oral communication skills.

Culture & Benefits

• Work within a dynamic and agile environment.
• Opportunity to act as a subject matter expert in qualified retirement plan rules.
• Collaborative team atmosphere focusing on strategic and product improvements.