Deskside Administrator Deputy Manager overseeing deskside support operations for classified networks. Leading a technical support team to ensure operational excellence and SLA compliance.
MI
Hybrid Retirement Plan Administration Associate
Posted 3 months ago
About the role
- Retirement Plan Administration Associate responsible for daily administration and customer service for retirement plans. Collaborating with account managers and ensuring compliance for McGregor & Associates.
Responsibilities
- Responsible for the daily administration of retirement plans with a focus on assisting participants with benefit inquiries.
- Work closely with the retirement plan account managers, retirement plan 3(16) Administrator.
- Routine correspondence (Customer Service) with retirement plan participants including emails, phone calls, etc.
- Preparing and sending necessary distribution forms to participants/clients (terminations/hardships/loans) on a timely basis.
- Processing distributions upon receipt of completed forms on a timely basis.
- Maintaining an accurate database to track status of distribution requests.
- Preparing and processing Required Minimum Distributions (RMDs) by the applicable deadline date each year.
- Updating participant records such as vesting at recordkeepers.
- Requesting and collecting census data from clients on the applicable quarterly, semi-annual, annual basis.
- Following up with clients on missing census information.
- Entering census data and verifying accuracy.
- Checking and verifying receipt of applicable Trust Statements on a monthly basis.
- Preparing and sending required Notices such as Safe Harbor Notices, QDIA, Auto-Enrollment, Supplemental PPA Statements and others by the applicable deadline date.
- Preparing and sending required 1099-Rs by applicable deadline date.
- Any other assigned tasks given by a Supervisor.
Requirements
- Education – Bachelors Degree or equivalent experience preferred
- Experience with Retirement Plan Administration is a plus
- Customer Service
- Strong Word, Excel, and Outlook skills
- Strong mathematical aptitude
- Attention to detail
- Strong time management skills
- Ability to multi-task
- Excellent problem solving and analytical skills
- Relationship builder
- Effective communication skills
Benefits
- Employer funded health insurance benefits
- Group sponsored dental insurance
- Employer paid vision insurance for employee, spouse & dependents
- Employer paid life, short-term disability and long term disability insurance
- Employer funded Health Savings Account (HSA)
- Employer funded Health Reimbursement Arrangement (HRA)
- Flexible spending account benefits
- Up to 5 weeks vacation leave
- Paid sick leave
- Holiday pay
- 401(k) retirement plan benefits including matching employer contributions
- Performance bonuses
- Flex schedules
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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