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Retirement Plan Administration Associate
McGregor & Associates, Inc.Responsible for daily administration of retirement plans assisting participants with inquiries at McGregor & Associates. Requires Bachelor’s degree and customer service experience.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Retirement Plan Administration, including processing distributions and maintaining accurate participant records. Strong capabilities in customer service, effective communication, and attention to detail are essential for managing participant inquiries and ensuring compliance with deadlines.
Highest-signal resume keywords
Retirement Plan AdministrationCustomer ServiceData Entry and VerificationProblem Solving and Analytical SkillsTime Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Retirement Plan AdministrationData EntryMathematical AptitudeRequired Minimum Distributions (RMDs)Census Data CollectionDistribution Processing1099-R PreparationDatabase Maintenance
Soft Skills
Attention to DetailMulti-taskingEffective CommunicationRelationship Building
Tools & Technologies
Microsoft WordMicrosoft ExcelMicrosoft Outlook
Industry Keywords
Retirement PlansBenefit InquiriesTrust StatementsParticipant Records
About the role
Key responsibilities & impact- Responsible for the daily administration of retirement plans with a focus on assisting participants with benefit inquiries
- Work closely with the retirement plan account managers
- Report to the Retirement Plans Department Manager
- Routine correspondence with retirement plan participants including emails, phone calls, etc.
- Preparing and sending necessary distribution forms to participants/clients on a timely basis
- Processing distributions upon receipt of completed forms on a timely basis
- Maintaining an accurate database to track status of distribution requests
- Preparing and processing Required Minimum Distributions (RMDs) by the applicable deadline date each year
- Updating participant records such as vesting at recordkeepers
- Requesting and collecting census data from clients on the applicable quarterly, semi-annual, annual basis
- Following up with client on missing census information
- Entering census data and verifying accuracy
- Checking and verifying receipt of applicable Trust Statements on a monthly basis
- Preparing and sending required Notices by the applicable deadline date
- Preparing and sending required 1099-Rs by applicable deadline date
- Any other assigned tasks given by a Supervisor.
Requirements
What you’ll need- Bachelors Degree or equivalent experience preferred
- Experience with Retirement Plan Administration is a plus
- Customer Service
- Strong Word, Excel, and Outlook skills
- Strong mathematical aptitude
- Attention to detail
- Strong time management skills
- Ability to multi-task
- Excellent problem solving and analytical skills
- Relationship builder
- Effective communication skills.
Benefits
Comp & perks- Employer funded health insurance benefits
- Group sponsored dental insurance
- Employer paid vision insurance for employee, spouse & dependents
- Employer paid life, short-term disability and long term disability insurance
- Employer funded Health Savings Account (HSA)
- Employer funded Health Reimbursement Arrangement (HRA)
- Flexible spending account benefits
- Up to 5 weeks vacation leave
- Paid sick leave
- Holiday pay
- 401(k) retirement plan benefits including matching employer contributions
- Performance bonuses
- Flex schedules