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Retirement Plan Coordinator

Company: VirtualVocations
Location: Signal Hill
Posted on: November 14, 2024

Job Description:

A company is looking for a Retirement Plan Administrator to manage client relationships and retirement plan administration.



Key Responsibilities

Manage all aspects of client administration for 75-80 assigned accounts
Complete annual trust accounting and plan valuations, including Form 5500 and required schedules
Resolve plan, transaction, and distribution issues while ensuring client satisfaction


Required Qualifications

2 or more years of retirement plan administration experience
Bachelor's Degree or comparable professional work experience
Strong financial acumen and ability to apply accounting principles
Proficiency in Microsoft Office and Relius software
ASPPA or NIPA designation strongly preferred

Keywords: VirtualVocations, Santa Barbara , Retirement Plan Coordinator, Other , Signal Hill, California

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