Retirement Plan Administrator

Location

Remote

Schedule

Full-time, Monday through Friday, 8 AM to 5 PM

Type

Salaried, Exempt

About The Role

Join our supportive and growth-oriented team in a fully remote role focused on retirement benefits administration. We offer a fantastic working environment with opportunities for professional development and career advancement.

Key Responsibilities

• Build and nurture strong, long-term relationships with clients by delivering exceptional support and expertise for a range of retirement plans.
• Manage compliance tasks related to ERISA retirement plans and ensure all plans meet IRS and DOL regulations.
• Develop and strengthen relationships with plan sponsors, advisors, and investment providers.
• Coordinate with investment providers, plan sponsors, participants, and advisors to address their needs and consult on regulatory, operational, and service aspects of retirement plans.
• Handle multiple tasks and projects simultaneously, ensuring timely and accurate completion.
• Support plan sponsors during IRS audits or DOL investigations.
• Monitor ERISA plan documents to ensure adherence to rules and regulations.
• Participate in and facilitate team, department, and company training sessions.
• Achieve and maintain QKA certification within one year of starting, and uphold the designation thereafter.
• Contribute positively to the team environment and meet Key Performance Indicators (KPIs) in all areas.
• Perform other duties as assigned by the Supervisor or Vice President.
  
  

Qualifications

• Experience with MEP and PEP plans is required.
• Excellent customer relations skills with the ability to develop and maintain effective relationships.
• Strong understanding of cash balance plans and the ability to provide advice on related topics.
• Clear communication skills for interacting with actuary partners and clients.
• Knowledge of the PBGC process is beneficial.
• Attention to detail and accuracy with a well-organized approach to responsibilities.
• A personable, motivated, and positive attitude.
• Ability to prioritize tasks, meet deadlines, and work independently.
• Professional and articulate in both verbal and written communication.
• Proficiency in Microsoft Word, Outlook, and Excel.
• Understanding and interpretation of IRS and DOL regulations.
• Ability to work effectively within a team.
  
  

Education And Experience

• Bachelor's degree or equivalent work experience required.
• At least 1 year of experience in retirement plan administration is required.
• QPA Credential is preferred.
  
  

Physical Requirements

• This position requires the employee to be seated for most of the workday.
  
  

Note

This description provides a general overview of the role and does not encompass all responsibilities and duties. It does not establish an employment contract and is subject to change at the discretion of the employer.

Employment Type: Full-Time