Recordkeeping Analyst - Kalamazoo, MI

Greenleaf Trust•Kalamazoo, MI

2d•Onsite

About The Position

Provide plan administration and participant recordkeeping services for retirement plans serviced by Greenleaf Trust. Broad responsibilities include, but are not limited to, analysis of plan documents, set-up of plans on internal recordkeeping system, processing of daily transactions, quarterly employer and participant reporting, technical compliance testing, and government reporting.

Requirements

Bachelor’s Degree and minimum 3 years experience in retirement plan administration or recordkeeping, or equivalent education and experience
Strong work ethic and team orientation
Strong organizational skills
Good interpersonal skills (“people skills”)
Excellent verbal and written communication skills
Proficient with MS Office Suite
Ability to work, and problem-solve independently
Proactive
Assertive
Analytical skills
Motivated, conscientious and reliable
Committed to “top-of-the-line” client service standards
Organized with keen attention to detail
Ability to prioritize and multi-task
Patient, honest and positive
Regular and predictable attendance in the Kalamazoo, Michigan office is required.

Nice To Haves

Working knowledge of investment and/or retirement plans desirable
Experience with FIS (formerly Relius) or equivalent participant recordkeeping system desired

Responsibilities

Understanding of Retirement Plan documents, technical rules and regulations, and government reporting requirements.
Set-up of plan benefits and features on recordkeeping system.
Post, and reconcile, daily plan transactions (contributions, investment elections and transfers, distributions, loans, fees, etc.)
Allocation of employer contributions and annual discrimination and compliance testing as prescribed by ERISA and applicable regulation
Work closely, when applicable, with audit firms in preparing Annual Form 5500
Provide ongoing client communication with assigned plans that have basic plan provisions and are generally smaller and less complex.
Discuss plan provisions/options with plan sponsors and other contacts at company
Answer questions from clients on a variety of retirement plan topics
Proactively communicate with clients on compliance testing and allocation process
Prepare Quarterly Employer Reports
Prepare all reports and statements
Upload all required reports to sponsor website
Other Duties
Quarterly fee & invoice production and tracking
Quarterly loan review and default process
Annual Required Minimum Distribution process
Quarterly participant address data scrub with mailing vendor
Cash-out distribution analysis and processing
Uncashed Checks – Escheatment processing
22c2 Reporting
Participation in designated workgroups and projects as assigned
All other duties as assigned