Retirement Plan Specialist (People & Culture)

Unlock Employer

Posted Oct 8, 2026

Remote · US · ask about Worldwide Full Time

$32 – $35/hr

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Overview

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

Responsibilities

Assist with day-to-day administration of qualified retirement plan programs (401(k), Puerto Rico 401(k), and Employee Stock Bonus Plan)
Monitor and respond to retirement plan inbox inquiries from employees and principals in a prompt, accurate, professional manner
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, including monitoring overdue loan payments and administering employee/partner loan payment processes
Produce and analyze plan demographic, performance, census, allocation, and earnings data; support Employee Stock Bonus Plan administration
Determine participant eligibility within applicable plans, calculate appropriate contributions and forfeitures, and 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
- 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 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
Assist with implementation of new plans, programs, plan changes, and updates to administrative procedures
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 developments affecting retirement benefits
Handle confidential and sensitive information with appropriate discretion in a virtual team environment
Support Total Rewards:
- Benefits administration (as needed)
- Leaves administration (as needed)
Perform other duties as required

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Qualifications

Bachelor’s degree required (preferred focus: Business Administration, Human Resources, Finance, Accounting)
Three (3) or more years of experience in retirement plan administration required
Experience with retirement plan (IRS and ERISA) laws in a professional services firm preferred

Preferred Qualifications

Certified Pension Service Professional (CPSP)
Experience with Co-pilot

Skills & Abilities

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
Strong problem-solving skills
Ability to remain composed and professional under pressure
Ability to work in a fast-paced environment, prioritize, and manage multiple assignments
Strong organizational and time management skills
Ability to build and maintain strong internal and external working relationships
Ability to maintain a high level of confidentiality

Software

Intermediate to advanced computer skills, including Word, Excel, and Outlook, required
Must be able to create Excel spreadsheets using formulas, required