New York Licensed Retirement Administrator

A company is looking for a Senior Associate, Retirement Plan Administration (Testing).

Key Responsibilities

Conduct year-end testing for defined contribution plans

Address inquiries from the client service team regarding retirement plan topics

Assist with plan terminations and EPCRS corrections

Required Qualifications

Experience in Retirement Plan Administration for Qualified Plans, including IQPA audits

Strong understanding of plan administration, compliance testing, and IRS regulations

QKA certifications

Proficient in Microsoft Office Suite and G Suite

Ability to operate independently within set deadlines