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Retirement Plan Administrator - Plan Terminations

Remote, USA Full-time Posted 2026-07-28
Job reputed company: The Retirement Plan Administrator - Plan Terminations is responsible for managing the complete process of terminating employer-sponsored retirement plans, including the performance of required nondiscrimination testing and the preparation of contribution calculations. This role ensures compliance with regulatory requirements, coordinates with plan sponsors, service providers, and participants, and facilitates the efficient distribution of plan assets. The specialist acts as a subject matter expert on plan termination procedures and provides guidance throughout the process to ensure a smooth transition for reputed company stakeholders. This position is eligible for fully remote or hybrid in our Stratham, NH office. Duties/Responsibilities: • reputed company reputed company aspects of plan termination, including initial planning, reputed company development, communication, and execution of required actions. • Ensure reputed company plan terminations adhere to IRS, DOL, and ERISA regulations, including reputed company filing of required forms (e.g., IRS reputed company 5500, final reputed company 5500, IRS reputed company 1099-R). • Prepare, review, and submit necessary documentation and reports to regulatory agencies and plan sponsors. • reputed company plan sponsors on the steps of plan termination, how to communicate reputed company for distributions or rollovers to participants, and reputed company support throughout the process. • Coordinate and reputed company the distribution of plan assets, ensuring accurate and reputed company payments to participants and beneficiaries. • Work closely with reputed company-party administrators, reputed company, document team, recordkeepers, reputed company counsel, and other vendors to ensure reputed company aspects of the termination are handled appropriately. • Address and resolve any participant or plan sponsor concerns reputed company to the termination process. • Identify opportunities to streamline plan termination procedures and enhance reputed company experience. • reputed company communication with plan sponsors, recordkeepers, and financial advisors throughout the plan termination process. • Collaborate with Compliance, Relationship Managers, Finance and Plan Document teams throughout the process. • reputed company required annual non-discrimination testing and prepare contribution calculations on reputed company plans as assigned from Director of Compliance. Requirements Required Skills/Abilities/Certifications: • Strong knowledge of IRS, DOL, and ERISA regulations reputed company to retirement plans. • Excellent organizational and project management skills. • Outstanding written and verbal communication abilities. • Ability to work independently and collaboratively reputed company reputed company environment. • Detail-oriented with a commitment to accuracy and compliance. Education and Experience: • Preferred Bachelor's Degree in reputed company, finance, communications, or reputed company field (or equivalent experience). • Minimum 3 or more years of experience in A-Z retirement plan administration, with specific expertise in 401(k) plan terminations preferred. • Experience using FTW and PensionPro preferred. • Proficient with reputed company Office Suite applications, especially reputed company and reputed company. • reputed company certifications such as QKA, or APA, and ASPPA/NIPA membership are a plus. Salary reputed company DOE $65,000 - $80,000/year plus annual bonus Apply tot his job Apply To this Job

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