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Retirement Plan Administration Associate Agent

Start a career in tech: Join the team that’s supporting the latest cutting-edge AI language models.

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The Business Context

You already use AI in many ways—like deciding what products and services to order—and it may be most familiar to you as a chatbot, as an avatar-maker, or as a way to unlock your screen. But here’s what AI may be able to help the world with: finding medical diagnoses, teaching you about scientific research, and calculating the complexities of any function.

But, like humans, algorithms are what they eat. They’re only as good as the rules they know and the data they’re trained on. We’re the team that helps model these behaviors.

Who are we looking for?

The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compliance for client bundled clients.

This team is the go-to subject matter experts on qualified retirement plan rules and operations - often operating as an internal consulting group, defining and guiding retirement plan specific strategic, operational and product improvements across the company. The team ensures cross-functional alignment in iterating and executing the annual retirement plan administration process, overseeing the retirement plan compliance of clients and driving product improvements.

The RPA team is seeking an experienced retirement plan administrator to join this dynamic and agile team to handle the plan terminations.. The ideal candidate is a motivated individual who can manage their own block of responsibilities, confidently answer retirement plan questions and collaborate with the team to improve work-streams.

What will you be doing?

• Year end testing for DC plans & 5500s for terminating DC plans (EZ, SF and large)
• Drafting termination resolutions
• Communicate with our clients throughout the termination process
• Requirements
• Minimum of 2 years of retirement plan administration experience
• Ideally has worked on plan terminations and/or plan documents
• Excellent written & oral communication skills
• Meticulous attention to detail & organization
• Passion for helping people
• Proficient in Microsoft Office Suite & G suite
• Proven ability to think analytically & operate independently within set deadlines
• Team player
• Shows ownership and initiative in all aspects of work
• QKA certifications
• MUST be able to have completed BACKGROUND CHECK for the project.

Compensation

• Type: Hourly
• Remuneration: $5 per hour.
• Role: full-time and Exclusive commitment