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Retirement Plan Client Services Lead (Hybrid/Remote
Remote / Online - Candidates ideally in
Lexington, Fayette County, Kentucky, 40598, USA
Listed on 2026-08-06
Lexington, Fayette County, Kentucky, 40598, USA
Listing for:
McGregor & Associates, Inc.
Full Time, Remote/Work from Home
position Listed on 2026-08-06
Job specializations:
-
Finance & Banking
Business Administration
Job Description & How to Apply Below
McGregor & Associates, Inc. in Kentucky seeks a Retirement Plan Administration Associate to support compliance testing, plan design and governmental reporting for sponsor plans and financial advisors.
You will handle day-to-day administration, data accuracy, and deadlines with attention to detail and customer service. Under the Retirement Department Manager, you will coordinate with plan auditors and other specialists, prepare Form 5500 filings, nondiscrimination testing, and assist with
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