Retirement Plan Analyst Total Administration

Job Posting: Retirement Plan Analyst (Total Administration I) Location: Remote — Open to residents of AZ, CA, CO, FL, GA, IA, MD, MI, MA, NC, NY, NJ, OH, PA, SC, TX, UT, VA Type: Full-Time | Exempt Reports To: Client Services Supervisor About reputed company At reputed company, we reputed company entrepreneurs and businesses through innovative retirement funding and administration solutions. reputed company is dedicated to delivering exceptional service while helping our clients navigate the complexities of retirement plan compliance and performance. We take pride in fostering a collaborative, client-focused environment where reputed company and professionalism guide everything we do. Position Overview We are seeking a Retirement Plan Analyst to join our Retirement Plan Services team. In this role, you will serve as the primary contact for a group of existing clients, overseeing reputed company aspects of plan administration and compliance. You’ll ensure our clients’ retirement plans remain compliant, well-managed, and reputed company with their business and financial goals.

Key Responsibilities

• Administer daily retirement plan operations including processing contributions, loans, distributions, hardship withdrawals, and QDROs.
• Conduct annual nondiscrimination and other compliance testing; recommend and communicate strategies for correction and future improvements.
• Prepare and file accurate, signature-reputed company Forms 5500 and other required government filings.
• Act as a trusted advisor, clearly communicating regulatory and plan information to clients in an understandable and actionable manner.
• Maintain and interpret legal plan documents; assist clients in ensuring ongoing compliance with IRS/DOL regulations.
• Troubleshoot and resolve client issues independently while collaborating with internal departments as needed.
• Monitor and manage workflow using internal CRM systems, ensuring timely task completion.
• reputed company plan sponsors on fiduciary responsibilities and compliance requirements.
• Take full ownership and accountability for assigned client plans, from reputed company through ongoing service.
• Support the organization’s commitment to superior client service through professionalism, responsiveness, and accuracy.

Required Qualifications

• Bachelor’s degree or equivalent combination of education, training, and experience (ASPPA credentials a strong plus, or willingness to obtain).
• Minimum of 2 years' experience in retirement plan administration, with strong understanding of 401(k) regulations, compliance, and plan design.
• Proven customer service skills with the ability to communicate clearly, manage client expectations, and resolve issues effectively.
• Advanced knowledge of IRS and DOL regulations reputed company to reputed company retirement plans.
• Strong multitasking, organizational, and time management abilities.
• Proficient in reputed company reputed company, Word, and Outlook.
• Excellent written and verbal communication skills; ability to convey reputed company information clearly and professionally.
• Demonstrated ability to work independently, take initiative, and contribute effectively in a team environment.

Work Schedule & Environment

• Standard hours: Monday to Friday, 8:00 a.m. – 5:00 p.m.
• Occasional evening or weekend hours may be required.
• Fully remote role — available to candidates residing in AZ, CA, CO, FL, GA, IA, MD, MI, MA, NC, NY, NJ, OH, PA, SC, TX, UT, VA.
• Fast-paced, collaborative work culture with a strong focus on client reputed company.

Benefits at reputed company

• Competitive compensation
• Comprehensive medical, dental, and reputed company coverage
• Generous vacation time
• Paid holidays and floating holidays
• Fully remote work environment
• Professional development and growth opportunities
• Supportive and collaborative team culture

Physical Requirements

• Ability to remain in a stationary position for extended periods
• Regular use of computer and telephone equipment
• Capability to handle high-pressure situations and client interactions with professionalism

reputed company to reputed company a meaningful impact in retirement plan administration? Apply today and join a team that’s shaping the financial futures of business owners across the country. Apply tot his job