Retirement Plan Specialist

Job Summary

Key Responsibilities

• Reconcile plan assets and ensure accuracy between trust records and plan data.
• Determine individual and plan contribution limitations in accordance with applicable regulatory requirements.
• Perform various levels of nondiscrimination and compliance testing for qualified retirement plans.
• Prepare administrative reports, participant statements, and complete required IRS and Department of Labor filings.
• Communicate effectively with clients and their employees regarding plan administration matters, inquiries, and issues.
• Maintain compliance with company policies, regulatory standards, and industry best practices.
• Apply sound judgment and initiative in resolving issues while maintaining professionalism and tact.
• Collaborate with team members to promote cooperation, productivity, and confidence within the organization.

Key Requirements

• Bachelor’s degree required
• Minimum of five 5 years of experience in pension or retirement plan administration
• Experience with ASC and FT Williams software strongly preferred
• Ability to calculate figures and amounts such as interest, proportions, percentages, and contribution limits
• Working knowledge of basic algebra, fractions, ratios, and percentages
• Ability to apply mathematical concepts including probability and statistical inference to practical situations
• Strong organizational and problem-solving skills with the ability to independently prioritize multiple tasks
• Ability to communicate effectively, over the phone and through email, with colleagues, clients, and external partner
• Ability to respond to common inquiries or complaints from clients, coworkers, management, and regulatory authorities
• Detail-oriented, flexible, and able to sustain productivity in a fast-paced, deadline-driven environment

Benefits

• An attractive total compensation package
• Employer-sponsored health insurance (medical, dental, vision)
• 401k + 5% match
• Earned is committed to offering equal employment opportunity in all employment practices and employment decisions are based on an individual’s job qualifications and abilities. Earned prohibits discrimination based on race, creed, color, religion, national origin, ancestry, sex, gender (including gender identity, gender expression and being transgender), sexual orientation, marital status, registered domestic partner status, citizenship status, age, military and veteran status, medical condition, genetic information, political affiliation, disability, medical condition, or any other basis protected by federal, state, or local law or ordinance or regulation. Earned also prohibits discrimination based on the perception that anyone has any of these characteristics or is associated with a person who has or is perceived as having any of those characteristics. All such discrimination is unlawful.
• Applicants must be authorized to work in the United States and able to provide proof of work authorization within three days of start date. We are unable to sponsor or take over sponsorship of employment visas at this time.