Wolters Kluwer
software tools & digital information • workflow solutions • mobile, point-of-use applications • high-quality content across multiple professional markets
10,000+
Specialized Consultant - Retirement Plan Administrator
September 15
Wolters Kluwer
software tools & digital information • workflow solutions • mobile, point-of-use applications • high-quality content across multiple professional markets
10,000+
Description
• Assists the managed services team in compliance administration services for defined contribution plans • Validates census data, compliance testing, trust accounting, asset reconciliation • Creates and completes Form 5500 and other applicable forms and schedules • Provides prompt and professional customer responses • Identifies RMD eligible participants • Meets regularly with the managed services team to solve problems and improve processes
Requirements
• Bachelor’s Degree; or equivalent experience • 3+ years experience with retirement plan administration • Knowledge of regulations and legislation affecting plan documents • Proven ability to communicate complex concepts to internal staff and clients • Prior experience managing a case load is preferred • ASPPA or NIPA credentials preferred • Ability to communicate technical concepts to technical and non-technical audiences • Proficiency in MS Office products such as Excel, Word, Outlook, and other typical business software applications • Ability to manage multiple concurrent projects • Analytical and problem-solving skills
Benefits
• Well-being benefits provide tools, programs, and resources • Awarded Ragan’s Top Places to Work for Employee Wellbeing: Large Organization
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