PA2025041401 - Senior Associate - Qualified Plan

Job Description

Offers third-party retirement plan administrative and consultative services for plan sponsors, participants, broker / dealers, and / or external third-party administrators.  Establishs, maintains, and manages retirement plans, produces policies and procedures for third-party administration, prepares filings, and ensures accurate and timely IRS reporting and recordkeeping.  Performs and oversees day-to-day retirement plan administration (e.g., plan design, plan amendments, transactions, inquiries, education, problem resolution, compliance testing, auditing, research, correspondence, analysis, administrative software upkeep, auditor coordination, conversions). Intermediate level support representative working on semi-routine tasks to support operations. Applies developed knowledge and job skills, and follows defined company policies and procedures to complete tasks. Understands when to deviate from standard practice. Requires moderate supervision on daily work and detailed instructions on new tasks. Minimally requires a high school degree and 1 year of related experience.