Plan Termination Specialist

Job Summary

A company is looking for a Plan Termination Specialist to manage 401(k) plan compliance and administration.

Key Responsibilities:

• Manage and prioritize workload towards weekly goals in a results-oriented team environment
• Develop a working knowledge of qualified retirement plan termination procedures
• Coordinate with retirement partners to ensure a smooth and timely plan termination

Qualifications:

• Bachelor's degree
• Self-motivated and disciplined
• Prior customer service experience a plus
• Coachable and committed to professional development
• Comfortable with communicating with clients and advisors in various media