Retirement Plan Analyst- Termination Team

Overview

This role involves supporting clients with retirement plan terminations by helping them navigate Department of Labor (DOL) and Internal Revenue Service (IRS) regulations.

Responsibilities

• Serve as the primary point of contact for assigned clients.
• Establish and coordinate plan termination dates.
• Update and maintain plan documents to ensure accuracy and compliance.
• Stay current on laws, regulations, and best practices in retirement plan administration.
• Provide training, guidance, and resources on retirement plan products and services to internal teams.

Requirements

• Must reside in AZ, CA, CO, FL, GA, IA, MD, MI, NC, NJ, NY, OH, PA, TX, or UT.
• ASPPA credentials preferred.
• Bachelor’s degree or equivalent combination of education, training, and experience.
• Advanced knowledge of retirement plan administration, DOL/IRS regulations, and tax rules.
• Exceptional customer service and client management skills.
• Strong organizational abilities with the capacity to manage multiple projects simultaneously.
• Proficient in Microsoft Excel, Word, Outlook, and SRT systems.
• Excellent written and verbal communication skills.
• Strong problem-solving abilities and attention to detail.
• Ability to work independently and collaboratively within a team environment.

Compensation & Benefits

• $55,000.00 - $65,000.00 per year
• 401(k) plan
• Employee health insurance
• Generous PTO, floating holidays, and holiday pay
• Remote work flexibility

Location

• Remote (Lansdale, PA)
• Must reside in AZ, CA, CO, FL, GA, IA, MD, MI, NC, NJ, NY, OH, PA, TX, or UT.

Work Environment

• Home office required.
• Interact professionally with colleagues, clients, and vendors.
• Contribute effectively as part of a team on all assignments.
• Work independently while maintaining clear communication and coordination with others.