Retirement Plan Coordinator
Company: VirtualVocations
Location: Signal Hill
Posted on: November 14, 2024
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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, Florence-Graham , Retirement Plan Coordinator, Other , Signal Hill, California
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