Retirement Plan Associate
About The Position
The Retirement Plan Associate is responsible for processing client-provided files, including census updates, employee contributions and loan payments. Additional duties include distribution processing, loan initiation, statement production, data entry and preparation, assembly of reports and administrator support. This entry‑level role is ideal for someone looking to start a career in the retirement plan industry. In this role, you will collaborate with internal teams on the day-to-day maintenance of retirement plans. You’ll learn retirement plan procedures, payroll processing and withdrawal processing.
Requirements
- Bachelor’s degree is required. (Business, Finance, Economics, Math, or related fields are a plus.)
- Ability to work in a team environment.
- Proficiency in Microsoft Excel (basic formulas, spreadsheet navigation).
- Strong verbal and written communication skills.
- High attention to detail and accuracy.
- Ability to manage multiple tasks and deadlines.
- Curiosity, eagerness to learn, and comfort working in a fast-paced environment.
Responsibilities
- Payroll Processing Processing client-provided data files.
- Process and allocate deposits pursuant to participant elections.
- Verify that payroll file matches deposit amounts received.
- Monitor trust accounts for timely receipt of deposits.
- Withdrawal/Loan Requests Confirm withdrawal type requested is available to the participant.
- Review received paperwork for completeness.
- Verify proper state and federal withholding is applied.
- Request payment timely.
- Prepare and review loan packages.
- Ongoing Administrator Support Assist with quarterly participant statement production.
- Reconcile employee census data.
- Reconcile trust cash accounts.
- Gather documentation for plan audits.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
