RETIREMENT PLAN ASSOCIATE

Whitaker Bank Corp of Kentucky • Danville, KY

4d

About The Position

Kentucky Trust Company is seeking a dedicated, self-motivated Retirement Plan Associate for its Retirement Plan Department in Danville, Kentucky. The department provides plan design, third-party administration, and compliance services for 401(k) and profit-sharing plans, as well as SIMPLE IRA plans, for a broad and diverse range of clients. The role is suited to someone interested in building client relationships, delivering outstanding service, and learning and developing a career in the retirement plan industry. The Associate will be encouraged to participate in continual learning and development and supported in pursuing progress toward industry-related certifications.

Requirements

• High school diploma or GED.
• Attention to detail, with analytical and problem-solving skills.
• Strong verbal, math, and written communication skills.
• Ability to handle and prioritize multiple projects simultaneously.
• Willingness to learn and grow.
• Professional, client-focused approach to colleagues and assignments.
• Proficiency with applicable technology, including Excel and Word, and ability to learn pension administration software.
• Ability to work in a team environment as well as independently.

Responsibilities

• Input payroll and contribution data.
• Maintain current plan census information.
• Make eligibility and vesting determinations.
• File and maintain plan records.
• Communicate with clients, participants, and payroll providers.
• Process ACH/check distributions to and from clients in a timely manner.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED