Retirement Plan Analyst - Shepherd Plan Partners
Shepard Plan PartnersCarmel, IN, US- Full-time
Job Description
Job Description
Description :
About Shepherd Plan Partners
Founded in 2015, Shepherd Financial is an independent firm, utilizing a thorough and highly efficient team approach to retirement plan consulting and wealth management. Our mission is helping people and companies thrive through empowered financial solutions. Our vision is to grow in a meaningful way, becoming a nationally recognized name as a trusted financial partner and industry leader.
Established in 2023, Shepherd Plan Partners is our most recent service expansion, created to enhance the quality of care we provide to our unbundled retirement plan clients. Shepherd Plan Partners is a third-party administration (TPA) firm specializing in the design, implementation, and ongoing administration of employer-sponsored retirement plans. We provide expert support in plan document preparation, compliance testing, contribution calculations, and government filings. Our team works closely with plan sponsors, financial advisors, and recordkeepers to ensure plans remain compliant, efficient, and aligned with organizational goals. With a focus on accuracy, responsiveness, and strategic guidance, Shepherd Plan Partners adds value by helping employers manage plan complexity and deliver a high-quality retirement benefit to their employees.
While we are proud of the work we do, it is clearly fueled by the team we have built. It is evident our team structure and environment set us apart in this industry. Each team member is invested in the well-being of others, offering support and assistance in any way possible. We genuinely care for one another, and that ultimately extends to every client we serve.
Position Description
The Retirement Plan Analyst plays a vital role in supporting the administration of employer-sponsored retirement plans, ensuring compliance with regulatory requirements, and delivering exceptional service to plan sponsors and participants. This position is ideal for individuals eager to build a career in retirement plan administration. Success in this role requires a strong work ethic, attention to detail, and a commitment to continuous learning.
Core Responsibilities
Client Support
- Manage the processing of all distribution requests including termination, rollovers, in-service withdrawals, force-outs, and other participant transactions.
- Assist in the day-to-day administration of retirement plans, including data entry, and participant communications.
- Respond promptly to inquiries from plan sponsors and participants, providing accurate information and guidance on plan processes.
- Support clients in understanding their responsibilities in meeting IRS and Department of Labor regulations and deadlines necessary for qualified retirement plans.
- Aid in the preparation and filing of required government forms, such as Form 5500 and 8955-SSA, ensuring timely and accurate submissions.
- Assist with loan processing by reviewing paperwork and coordinating with asset holders.
- Provide effective verbal and written communications in a clear, concise, and informative matter.
Internal Shepherd Plan Partners Support
Position Expectations
Compensation and Benefits
Requirements :
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