Boulay

Administration

• Serve as a centralized data management resource for all our internal and external contacts
• Maintain contact management systems data, plan sponsor and participant web access
• Manage data links with partner financial institutions
• Analyze plan documents to determine terms, responsibilities, and duties associated with service provided for the plan
• Ensure system specifications reflect written plan documents
• Manage benefit plan records and information for clients
• Analyze and process census information
• Reconcile and update participant data
• Review selected incoming distribution documentation paperwork for completeness and accuracy
• Assist in calculating and processing transactions, distributions, and loan requests
• Manage trust statements and perform trust accounting
• Prepare Forms 5500 and compile reports
• Assist in the evaluation of takeover plans and coordinate related transition of data
• Assist with managing deadlines, correspondence, data collection, and retirement plan compliance for clients
• Remain actively involved in departmental development of processes and procedures.

Retirement Plan Administration Associate