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RETIREMENT PLAN ASSOCIATE

PublishedPublished: 6/14/2022

Job Description

Job Description

KENTUCKY TRUST COMPANY

RETIREMENT PLAN ASSOCIATE


Kentucky Trust Company, located in Danville, Kentucky is looking for a Retirement Plan Associate to work in our Retirement Plan Department where we provide design, third party administration and compliance services for 401(k)/profit sharing plans and SIMPLE IRA Plans for a broad and diverse range of clients.

We are seeking a dedicated, self-motivated candidate who has a strong desire to build relationships and provide outstanding service for our clients and is interested in learning and developing a career within the retirement plan industry. The Associate will be encouraged to engage in continual learning and development activities and will be supported in pursuing progress toward industry-related certifications.

The Retirement Plan Associate duties include, but are not limited to:

• Input payroll/contribution data

• Maintain current plan census information

• Eligibility and vesting determinations

• Filing and maintenance of plan records

• Communication with clients, participants and payroll providers

• Process ACH/Check distributions to/from clients in a timely manner


Minimum Qualifications Required:

• High school diploma or GED

• Attention to detail, with analytical and problem-solving skills

• Strong verbal, math and written communication skills

• Ability to handle and prioritize multiple projects simultaneously

• Willingness to learn and grow

• Professional, client-focused approach to colleagues and assignments

• Proficient use of applicable technology, including Excel and Word, with ability to learn use of pension administration software

• Ability to work in team environment as well as independently


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