Retirement Plan Administrator

Overview

This role involves administering Defined Contribution and Cash Balance retirement plans for a third-party administration (TPA) firm. The employer is seeking an experienced Retirement Plan Administrator to manage a client portfolio, ensure ongoing plan compliance, and support annual administration activities.

Responsibilities

• Manage a book of Defined Contribution retirement plans
• Perform annual compliance testing and consult on plan compliance
• Prepare trust accounting, reconciliations, and annual valuation reports
• Prepare and review Form 5500 filings
• Assist with plan document amendments and operational compliance
• Serve as a trusted resource for clients, financial advisors, and CPAs
• Build and maintain strong relationships with clients, advisors, and CPAs
• Stay current on ERISA, IRS, and DOL regulations and industry best practices

Requirements

• 3+ years of Defined Contribution retirement plan administration experience
• Strong analytical, organizational, and problem-solving abilities
• Excellent written and verbal communication skills
• Ability to manage multiple priorities while maintaining a high level of accuracy
• Proficiency with Microsoft Office Suite

Preferred Qualifications

• Experience working with FT William and/or Datair software (preferred but not required)

Compensation & Benefits

• Competitive compensation based on experience
• 401(k) and Cash Balance retirement plans
• Medical, dental, and vision insurance with 60% of employee-only premiums paid by the employer, effective on your first day of employment
• $10,000 employer-paid life insurance, with options to purchase additional coverage
• Paid holidays following the NYSE holiday schedule
• Generous paid time off starting at 15 days, with an additional PTO day earned each employment anniversary (up to 21 days)
• Complimentary Costco or Sam's Club membership
• Charitable donation matching up to $100 annually

Location

Not specified in the provided job description.