Plan Administrator

3 weeks ago


Sussex, Wisconsin, United States IRALOGIX,Inc Full time
Job Overview

IRALOGIX, Inc. is seeking a highly skilled Plan Administrator to join our team. As a key member of our operations team, you will play a crucial role in facilitating the safe harbor rollover process, managing plan sponsor agreements, and assisting with IRA plan setups.

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
  • 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.
Requirements
  • 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.
About IRALOGIX

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



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