Retirement Plan Specialist (People & Culture)

Unlock Employer

Posted Oct 8, 2026

Remote · US · ask about Worldwide Full Time

$32 – $34/hr

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Overview

This role administers and maintains qualified retirement plan programs, including 401(k), Puerto Rico 401(k), and Employee Stock Bonus Plan activities. Responsibilities include day-to-day retirement plan administration, responding to employee and principal inquiries, reconciling contributions and loan activity, partnering with internal and external stakeholders, and supporting accurate, timely, and compliant plan operations.

Responsibilities

Assist with day-to-day administration of qualified retirement plan programs, including 401(k), Puerto Rico 401(k), and Employee Stock Bonus Plan activities
Manage the Retirement Plan inbox and respond to employee and principal inquiries promptly, accurately, professionally, and with a client-focused approach
Reconcile employer contributions, employee contributions, employee deductions, loan payments, and related activity between payroll, draw, vendors, and plan recordkeepers
Identify payroll and vendor discrepancies, coordinate corrective actions, and support accurate, compliant plan administration
Audit, balance, and rectify contribution and loan payments; monitor overdue loan payments and support employee and partner loan payment processes
Produce and analyze plan demographic, performance, census, allocation, and earnings data, including support for Employee Stock Bonus Plan administration
Assist with participant eligibility determinations within applicable plans; calculate appropriate contributions and forfeitures
Communicate required data to recordkeepers, actuaries, payroll, and draw teams
Support annual compliance activities, including retirement plan audits, annual census reporting, Form 5500 support, ADP/ACP and other nondiscrimination testing, and federally mandated retirement plan disclosures and notices
Prepare accounting records through trial balance; assist auditors with financial statements; maintain accounting records for retirement plan programs
Analyze information and prepare exhibits for plan committee meetings; attend committee meetings as requested
Conduct retirement plan orientation and education meetings for new hires, employees, and principals, as needed
Serve as a liaison between internal teams and external stakeholders (plan participants, beneficiaries, payroll, draw, recordkeepers, retirement plan vendors, actuaries, OGC, and outside counsel) on plan-related matters
Review and distribute relevant plan information, communications, documentation, disclosures, and notices to participants and beneficiaries
Assist participants with rollover, distribution, loan, contribution adjustment, refund, and other plan-related questions or administrative changes
Support implementation of new plans, programs, plan changes, and administrative procedure updates
Maintain accurate and timely documentation and records for all plan-related activities in accordance with established policies and procedures
Maintain knowledge of legal and regulatory changes, trends, and other developments affecting retirement benefits
Handle confidential and sensitive information with appropriate discretion in a virtual team environment
Assist the Total Rewards Benefits team with administration of health and welfare benefits as needed
Assist the Total Rewards Leaves team with administration of employee leaves as needed
Perform other duties as required

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Requirements

Bachelor’s degree required (focus in Business Administration, Human Resources, Finance, Accounting preferred)
Three (3) or more years of experience in retirement plan administration, required
Intermediate to advanced computer skills including Word, Excel, and Outlook, required
Ability to create Excel spreadsheets using formulas, required
Excellent written and verbal communication skills
Ability to comprehend complex legal documents and filings
Ability to make sound recommendations based on analysis, experience, and judgment
Ability to problem-solve issues to resolution
Ability to work well under pressure while remaining composed and professional
Ability to work in a fast-paced environment, prioritize, and manage multiple assignments
Strong organizational and time management skills
Ability to develop and maintain strong working relationships internally and externally
Ability to maintain a high level of confidentiality