Retirement Plan Analyst- Termination Team
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AI Summary
The analyst serves as the primary contact for clients to coordinate retirement plan termination dates. They are responsible for updating plan documents and ensuring compliance with DOL and IRS regulations.
Retirement Plan Termination Analyst-TA
Lansdale, Pa
Remote
Range, $55,000.00 - $65,000.00 per year
Description
Retirement Plan Termination Analyst Location: Remote (Must reside in AZ, CA, CO, FL, GA, IA, MD, MI, NC, NJ, NY, OH, PA, , TX, or UT)
About the Role We are seeking a Retirement Plan Termination Analyst to join our team. In this role, you will assist clients in navigating Department of Labor (DOL) and Internal Revenue Service (IRS) regulations related to retirement plan terminations. The ideal candidate is detail-oriented, client-focused, and experienced in retirement plan administration.
Key Responsibilities Serve as the primary point of contact for assigned clients. Establish and coordinate plan termination dates. Update and maintain plan documents to ensure accuracy and compliance. Stay current on all laws, regulations, and best practices in retirement plan administration. Provide training, guidance, and resources on retirement plan products and services to internal teams.
Desired Skills and Experience ASPPA credentials preferred. Bachelor’s degree or equivalent combination of education, training, and experience. Advanced knowledge of retirement plan administration, DOL/IRS regulations, and tax rules. Exceptional customer service and client management skills. Strong organizational abilities with the capacity to manage multiple projects simultaneously. Proficient in Microsoft Excel, Word, Outlook, and SRT systems. Excellent written and verbal communication skills. Strong problem-solving abilities and attention to detail. Able to work both independently and collaboratively within a team environment.
Work Environment All employees are expected to: Have a home office Interact professionally with colleagues, clients, and vendors. Contribute effectively as part of a team on all assignments. Work independently while maintaining clear communication and coordination with others
Benefits 401(k) plan Employee health insurance Generous PTO, Floating Holidays, and Holiday Pay Remote work flexibility A supportive and collaborative team culture If you’re looking to apply your retirement plan expertise in a collaborative, client-focused environment — we’d love to hear from you! Apply today and join a GREAT group of people.
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