Plan Administrator

4 weeks ago


Sandy, United States IRALOGIX,Inc Full time
Job DescriptionJob Description

Company: IRALOGIX, Inc. Position: Plan Administrator

Location: Pittsburgh, PA / Charlotte, NC / SLC, Utah, Milwaukee Job Type: Full-Time/Exempt

Industry: Retirement Services/FinTech Software Travel: 0%-5%



IRALOGIX is a high-growth, institutional technology platform focused on providing uniquely capable solutions to IRA providers, 401(k) recordkeepers, retirement-focused Advisors, Mutual Fund investment providers, and banks interested in growing their IRA capabilities, revenue, and market share. Through proprietary, ground-up technology, we are changing the landscape and are empowering client companies to provide broader access to the best retirement services possible while significantly lowering administration costs and increasing efficiency, profitability, and competitiveness, far beyond industry expectations.

Role:

As a PLAN ADMINISTRATOR reporting directly to the Chief Operating Officer, your key objectives will be to play a crucial role in facilitating the safe harbor rollover process, managing plan sponsor agreements, and assisting with IRA plan setups.

Location:

This is a remote position, but candidates must reside within a 2-hour drive of either Pittsburgh, PA, Charlotte, NC, Milwaukee, WI or Salt Lake City, UT. Occasional travel to one of these cities will be required.

Responsibilities:

The essential responsibilities and duties for this position include, but are not limited to, the following:

  • Track and send plan sponsor agreements for new automatic rollover IRAs and/or plan terminations; working with the advisor and recordkeeper to prepare 30-day notices, transfer data, and issue funding.
  • Track all new voluntary rollover IRAs; managing incoming wire logs; working with recordkeepers directly to resolve any issues that may arise.
  • Assisting with all new SIMPLE and SEP IRA plan setups.
  • Maintain a working knowledge of government regulations as they pertain to IRAs.
  • Manage a caseload of workplace IRA programs.
  • Partner with the reconciliation team to identify and correct any account reconciliation items.
  • Additional responsibilities as assigned.

Required Skills/Abilities:

  • Extremely detail-oriented
  • Excellent mathematical, analytical, and organizational skills
  • Highly self-motivated and directed
  • Ability to work independently as well as in a team environment
  • Ability to conscientiously and professionally fulfill your assigned responsibilities

Education and Experience:

  • A minimum of 3 years of 401(k) Recordkeeping experience
  • Experience working with advisors is a plus
  • Proficient in Microsoft Office products, especially Excel
  • Strong communication skills
  • Must be US Citizen, Permanent Resident, or eligible to work in the US permanently

IRALOGIX is an equal opportunity employer committed to building a team that embraces diversity, represents a variety of backgrounds, and upholds inclusiveness. M/F/V/D



  • Sandy, United States CCG Business Solutions, LLC Full time

    Job DescriptionThe Project Administrative Assistant will support project work for the Portland Water Bureau project in Sandy, OR.Essential Responsibilities Schedule appointments, update calendars, and assist with travel arrangements.Schedule and coordinate meetings and prepare draft-meeting minutes.Administer site badging and meet with or direct visitors...


  • Sandy, United States Frontier Agriculture Full time

    An opportunity has arisen to join the Frontier team, based at Sandy. We are looking for a Customer Service Administrator to join us on a permanent full time basis. * Strong planning and organisational skills * Ability to communicate at every level * Excellent written and oral communication skills * Good work knowledge of Microsoft office * Ability to...


  • Sandy Springs, United States SearchLogic Recruiting LLC Full time

    Position Overview:A prominent consulting firm is seeking an Administrative Executive to provide comprehensive support to the President. This role encompasses a variety of responsibilities including travel coordination, calendar oversight, event organization, and additional project tasks.Key Responsibilities:- Assist the President with everyday administrative...


  • Sandy, United States Bridge Investment Group Full time

    Make an impact Gather property documents, such as service contracts, inventory lists, etc. and ensure they are current and stored electronically in the correct folders. Manage property-related documents mailed to the corporate office and ensure they are completed and returned. Ensure Property Management reports are stored on the appropriate drive. Generate...


  • Sandy, United States Bridge Investment Group Full time

    Make an impactGather property documents, such as service contracts, inventory lists, etc. and ensure they are current and stored electronically in the correct folders.Manage property-related documents mailed to the corporate office and ensure they are completed and returned.Ensure Property Management reports are stored on the appropriate drive.Generate...


  • Sandy, United States Bridge Investment Group Full time

    Make an impactGather property documents, such as service contracts, inventory lists, etc. and ensure they are current and stored electronically in the correct folders.Manage property-related documents mailed to the corporate office and ensure they are completed and returned.Ensure Property Management reports are stored on the appropriate drive.Generate...


  • Sandy Hook, Kentucky, United States Kentucky Personnel Cabinet Full time

    Position OverviewThe Kentucky Personnel Cabinet is seeking a Senior Administrative Specialist to deliver high-level support to the management team. This role is crucial in overseeing and executing various intricate projects and operational activities.Key ResponsibilitiesInterpret and clarify policies and procedures for staff and the public.Compile and...


  • Sandy, Utah, United States Voze Full time

    About VOZE:VOZE is dedicated to developing software that sales representatives find invaluable. Our commitment to excellence and innovation drives us to create solutions that make a positive impact on the world. We strive to redefine the possibilities in the realm of sales.Role Overview:The Administrative Operations Coordinator is essential for maintaining...


  • Sandy Hook, Kentucky, United States Kentucky Personnel Cabinet Full time

    Position OverviewThe Kentucky Personnel Cabinet is seeking a Senior Administrative Specialist to provide expert support to management by overseeing various complex projects and activities.Key ResponsibilitiesInterpret and communicate policies and procedures to staff and the public.Compile and maintain monthly reports, logs, and statistical data for review by...


  • Sandy Hook, Kentucky, United States Kentucky Personnel Cabinet Full time

    Position OverviewThe Kentucky Personnel Cabinet is seeking a Senior Administrative Specialist to provide essential support to the leadership team. This role involves managing and executing various intricate projects and activities within the organization.Key ResponsibilitiesInterpret and communicate policies and procedures to staff and the public.Compile and...

  • Financial Planning

    1 week ago


    Sandy Springs, United States Veritiv Full time

    Veritiv's Internship Program will provide real world experience, team projects, social events, volunteer work and professional development trainings. The internships are full-time, hybrid and run June 2 to August 8, 2025. Job Purpose: As a Financial Planning & Analysis (FP&A) Intern, you'll learn how to perform financial analysis from experienced Analysts...

  • Project Administrator

    3 weeks ago


    Sandy, United States Cook Solutions Group Full time

    Job DescriptionJob DescriptionCook Solutions Group (CSG) is looking for a Full-Time Project Administrator to join our Utah Center. This position will be responsible for assisting the Project Manager through the entire coordination process on customer projectsLocation: Sandy, UTPay: $50K - $55K year DOE Duties and Responsibilities include the following. Other...


  • Sandy, United States WCF Insurance Full time

    Job OverviewPosition SummaryWCF Insurance is seeking a dedicated individual to fill the role of Executive Assistant/Strategic Assistant. This full-time, non-exempt position is essential in providing support to the Senior leadership team within the Claims department. The successful candidate will be based at WCF's headquarters and will play a pivotal role in...


  • Sandy, United States WCF Insurance Full time

    Job OverviewPosition SummaryWCF Insurance is seeking a dedicated individual to embody our core values as a full-time Executive Assistant/Strategic Assistant. This role is designed to provide comprehensive support to senior leadership within the Claims department, operating from our headquarters.Key ResponsibilitiesAssist the Senior Vice Presidents of Claims...


  • Sandy, Oregon, United States Cascadia Village Operations LLC Full time

    Job OverviewPosition: Business Office ManagerType: Full-TimeShift: Monday-Friday, Daytime hoursCompensation: $24-26/hour DOELocation: Cascadia Village Operations LLCRole Summary: The primary duty of this role is to support the daily financial operations of the facility, ensuring compliance with established accounting and reimbursement standards.Key...


  • Sandy Springs, GA, USA, United States Veritiv Full time

    Job Summary:Veritiv is seeking a highly motivated and detail-oriented Financial Planning and Analysis (FP&A) Intern to join our team. As a FP&A Intern, you will have the opportunity to work closely with experienced Analysts and gain hands-on experience in financial analysis, financial modeling, and data visualization.Key Responsibilities:Assist in developing...


  • Sandy, United States Bridge Investment Group Holdings LLC Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Administrative Assistant to join our team at Bridge Investment Group Holdings LLC. As an Administrative Assistant, you will play a critical role in supporting our Property Management department by providing administrative support, managing documents, and ensuring the smooth operation of our...

  • Operations Associate

    2 months ago


    Sandy, United States Capita Financial Network Full time

    Job DescriptionJob DescriptionSalary: Who we are: Capita is a well-established and highly respected financial advisor firm, dedicated to providing comprehensive financial planning and investment management services to our clients. We pride ourselves on delivering exceptional client service, innovative financial solutions, and a supportive work environment...

  • Operations Agent

    1 month ago


    Sandy, United States Visionmakers Utah LLC Full time

    Job DescriptionJob DescriptionVisionmakers Utah LLC is a subcontractor of the construction world supplying and installing architectural natural stone products and custom steel doors for high-end residential and commercial projects (www.visionmakersintl.com). We are seeking an Operations Agent to join our team! You will perform clerical and administrative...


  • Sandy, United States Voze Full time

    Job DescriptionJob DescriptionVOZE is on a mission to create software that sales reps love to use. We are driven by a commitment to excellence and a passion for innovation. Using our mission as our guide, we create solutions that positively impact the world. We are dedicated to pushing the boundaries of what's possible. Using AI, VOZE focuses on the...