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Retirement Plan Administrator

Wolters Kluwer /

in Remote

Logo for Wolters Kluwer /

This position assists the efforts of the managed services team in providing compliance administration services for defined contribution plans (401k, 403b, Money Purchase, etc). The position will be tasked with all aspects of plan administration from validating census data, compliance testing, trust accounting, asset reconciliation, through the completion of the Form 5500 while communicating with the customer throughout the process. Additional responsibilities include working with other members of the team on various tasks within the software.

The position requires an independent self-starter with strong attention to detail and the ability to work collaboratively in a team environment. compliance module experience is highly preferred.


  • Census data validation and annual questionnaire review
  • Review and track plan document provisions, restatements and amendments
  • Perform annual data scrub, testing, and track participant balance using the compliance module
  • Perform Trust Accounting
  • Calculate Employer contributions accurately and timely
  • Create and complete Form 5500 and other applicable forms and schedules
  • Create valuation packages for customer review
  • Assist with training of junior staff members
  • Provide prompt and professional customer responses
  • Identify RMD eligible participants
  • Meet regularly with the managed services team to solve problems and improve processes
  • Various ad-hoc other duties as required



  • Bachelor’s Degree


  • 5 years experience with retirement plan administration
  • Knowledge of regulations and legislation affecting plan documents
  • Proven ability to communicate complex concepts to internal staff and clients
  • Prior experience managing a case load is preferred

Other Knowledge, Skills, Abilities or Certifications:

  • ASPPA or NIPA credentials preferred
  • Ability to communicate technical concepts to technical and non-technical audiences
  • Demonstrates good oral and written communication skills
  • Ability to perform work independently with minimal supervision and to exercise sound, independent judgment, and discretion
  • Proficiency in MS Office products such as Excel, Word, Outlook, and other typical business software applications
  • software experience preferred
  • Ability to manage multiple concurrent projects
  • Analytical and problem-solving skills
  • Demonstrated aptitude for learning new technologies and processes

Travel Requirements:

  • Minimal

Adequate and appropriate home office environment

How to Apply

Interested and qualified candidates should email a current resume to

No phone calls please.

A Verified Employer
Wolters Kluwer / has trusted BenefitsLink to help reach qualified candidates for this opening.

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