Retirement Plan Admin

1 week ago

Manila, National Capital Region, Philippines DOXA Talent Full time ₱400,000 - ₱800,000 per year

ESSENTIAL FUNCTIONS

  • Work with clients to obtain the necessary information to prepare the annual reporting
  • Review documents submitted by clients for completeness and accuracy
  • Reconcile safe harbor plans with deferrals or plans with distributions and loans using Excel and administration software
  • Prepare participant loan origination documents
  • Utilize administration software to complete 401(k) testing and reporting
  • Make outgoing reminder calls and send emails to clients during the plan year reporting process
  • Prepare the required 401(k) plan government filings, including the IRS Form 5500, using filing software
  • Share knowledge and explain complex topics simply
  • Train on concepts for a Retirement Plan Administrator II
  • Contribute to department and team projects
  • Perform other duties as required

QUALIFICATIONS

  • Associate's or bachelor's degree in a related field (business, finance, etc.) or equivalent work experience preferred
  • Complete continuing education based on current certifications
  • Experience in reconciliation
  • Intermediate knowledge of 401(K) plan structure, ROBS, and IRS/DOL Regulations is preferred
  • Skills in customer service, organization, and collaboration
  • Proficiency in using Microsoft Excel, Word, and Outlook
  • Adequate math and analytical skills
  • Excellent verbal and written communication skills
  • Meticulous attention to detail and proactive approach to problem solving
  • Tech savvy and has high attention to detail
  • Ability to work in an autonomous environment where you can be a self-directed worker
  • Ability to create an inclusive workplace where everyone feels a sense of belonging by empowering all our employees to speak up, ask questions, and be seen

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