• Retirement Plan Administrator

    Job Locations US-TN-Memphis
    Job ID
    Regular Full-Time
  • Overview

    Our client is an independent consulting firm established in Memphis in 1981 and currently provides retirement plan consulting and administrative services for over 500 Mid-South companies.

    The successful candidate will demonstrate excellent:

    • Interpersonal skills with the ability to interact effectively with coworkers and clients
    • Ability to work independently
    • Analytical skills with attention to detail and high level of accuracy
    • Ability to organize, prioritize, multi-task and meet deadlines
    • Communication skills, both oral and written

    Responsibilities include:

    • Coordinating and reviewing annual client data requests
    • Discrimination testing and correction
    • Reconciliation and valuation of plan assets
    • Preparation of annual reports, Form 5500 returns and related schedules
    • Distribution and loan processing
    • Responding to client and participant inquiries
    • Assist in maintaining current operating and administrative systems, procedures, and forms
    • Support Retirement Plan Administrator(s) with administrative and customer service functions
    • Drive administrative efforts supporting new client/participant on-boarding

    Preferred minimum requirements: 

    • Bachelor degree in Mathematics, Accounting or Finance
    • Superior proficiency with Microsoft Excel and Word


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