Retirement Plan Administration Associate
Boulay is a firm seeking a talented and enthusiastic individual to join their Retirement Plan Administration Department. The role involves providing qualified plan consulting and administration services to ensure compliance with the IRS and DOL, while preparing retirement plan related tax forms and analyzing census data for eligibility.
Responsibilities
- 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
Skills
- Associate Degree, Bachelor's Degree, or equivalent employment experience
- Minimum of 3.0 GPA and a solid track record of academic achievements
- 0-2 years of experience
- Strong comfort level with technology and learning new programs
- Ability to handle sensitive information and maintain confidentiality
- Strong reading comprehension with complex material
- Strong analytical and mathematical skills
- Strong computer skills: proficiency in Microsoft Office Suite and ability to effectively use specialized software
Benefits
- Boulay Buddy Program
- Primary Advisor
- Paid Holidays, PTO & Personal time
- Mentorship Programs
- Training & Development Programs
- Open Doors at All Levels
- Extensive Benefit Offerings
- Employee Appreciation Activities
- Medical
- Dental
- Vision
- 401k
- Flexible schedules
- Hybrid (or remote, as applicable) work environment
- Paid time away
Company Overview