Retirement Plan Administration Associate
About The Position
This position can be in-person, hybrid, or remote. The ideally start date is Summer 2026. We are currently seeking a talented and enthusiastic individual to join our Retirement Plan Administration Department. Our RPA team provides qualified plan consulting and administration services to ensure our clients’ retirement plans are compliant with the IRS and DOL. Our Associates prepare retirement plan related tax forms, analyze census data for eligibility, prepare plan financials, and learn the technical skills needed to be a plan administrator. As a graduate, you will have hands-on client responsibility from the start. You will be given the support you need to develop a breadth of skills and experiences that will enable you to achieve your goals. We offer you the opportunity to grow professionally with diverse projects, in-house training programs, professional seminars, direct Partner mentorship and career advancement. We want to help you build a career fit for your life. If you are looking for a unique opportunity to continue advancing professionally, bring a fresh perspective, and ensure a balance between personal and professional ambitions, Boulay may be the right fit for you.
Requirements
- Associate Degree, Bachelor’s Degree, or equivalent employment experience
- Minimum of 3.0 GPA and a solid track record of academic achievements
- 0-2 years of experience
- Strong comfort level with technology and learning new programs
- Ability to handle sensitive information and maintain confidentiality
- Strong reading comprehension with complex material
- Strong analytical and mathematical skills
- Strong computer skills: proficiency in Microsoft Office Suite and ability to effectively use specialized software
Responsibilities
- Compliance System Data Management
- Serve as a centralized data management resource for all our internal and external contacts
- Maintain contact management systems data, plan sponsor and participant web access
- Manage data links with partner financial institutions
- Plan Administration Support
- Analyze plan documents to determine terms, responsibilities, and duties associated with service provided for the plan
- Ensure system specifications reflect written plan documents
- Manage benefit plan records and information for clients
- Analyze and process census information
- Reconcile and update participant data
- Review selected incoming distribution documentation paperwork for completeness and accuracy
- Assist in calculating and processing transactions, distributions, and loan requests
- Manage trust statements and perform trust accounting
- Prepare Forms 5500 and compile reports
- Assist in the evaluation of takeover plans and coordinate related transition of data
- Assist with managing deadlines, correspondence, data collection, and retirement plan compliance for clients
- Remain actively involved in departmental development of processes and procedures.
Benefits
- Boulay Buddy Program
- Primary Advisor
- Paid Holidays, PTO & Personal time
- Mentorship Programs
- Training & Development Programs
- Open Doors at All Levels
- Extensive Benefit Offerings
- Employee Appreciation Activities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
