Plan Administration Assistant

Job overview

The Plan Administration Assistant role is onsite in Fort Worth, TX. Compensation is not specified. The position supports qualified retirement plan administration and client service at Franfund Inc. The assistant helps maintain accurate plan records and complete annual review and reporting work. By processing transactions, preparing plan financials and Form 5500 materials, and escalating complex issues, the role supports clients’ retirement plan operations and compliance.

What you'll do

• Update client databases
• respond to basic client inquiries about plan operations and eligibility enrollment
• document loans, distributions, and rollovers
• escalate advanced plan issues
• request and review client data for annual reviews
• prepare plan financials and Form 5500 with schedules
• determine employee eligibility using census data and plan documents
• organize client files
• communicate additional billing for services outside annual fees
• assist Plan Administration Level I and II employees.

What we're looking for

Skills & competencies

plan administration assistant

retirement plans

401(k) administration

form 5500

client service

fort worth tx

franfund

full-time

excel

financial services

plan transactions

compliance

Work arrangement

• Weekend coverage required

Why this role

The posting requires a high school diploma or equivalent, at least three years of financial services experience, intermediate-to-advanced Excel skills, and Microsoft Office proficiency.

About the employer

Franfund Inc is hiring for this role. Industry: Other Accounting Services. Sector: 54.