New York Licensed Retirement Plan Administrator

A company is looking for an Associate, Retirement Plan Administration (Audit).

Key Responsibilities

Conduct year-end testing for defined contribution plans

Respond to 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 certification

Proficiency in Microsoft Office Suite and G Suite

Ability to work independently and manage responsibilities effectively