Retirement Plan Administrator - Remote

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world?  At OneDigital, we are on a mission to help people do their best work and live their best lives.  From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Our Newest Opportunity: 

Summary:

We are seeking a detail-oriented and organized Retirement Plan Administrator to join our team. In this role, you will be responsible for overseeing and managing various aspects of pension plan administration, including data reconciliation, plan testing, and participant account management. You will work closely with clients to ensure the accuracy of census data, process participant loans and distributions, and prepare required reports and plan documents.

Essential Duties and Responsibilities (include but are not limited to):

PENSION ADMINISTRATION

• Receiving and reviewing census spreadsheets from clients for accuracy; importing and exporting data into FT William’s pension systems

• Calculate eligibility, run contribution allocations, verify vesting

• Reconciliation of participant accounts, import contributions, distributions, gains/losses and fees

• Complete plan testing reports including ADP/ACP, cross-tested, top-heavy, etc

• Prepare Form 5500 and related schedules, valuation reports, plan documents, participant notices (Safe Harbor, QDIA, fee disclosures, etc)

• Process participant loans and distributions through various recordkeepers

GENERAL ADMININSTRATION

• Answer inbound phone calls from client participants - generate memos, emails and reports when appropriate

• Complete client and participant mailings

• Coordinate the preparation of correspondence, reports, and presentations for internal and external audiences

• Assist other departments with projects

Qualifications, Skills and Requirements:

• Knowledge of FT William’s a plus – training available

• Experience using Microsoft Office, to include Microsoft Excel, Word, PowerPoint and PDF programs desired

• Ability to communicate effectively both orally and in writing

• Strong organizational skills and ability to multi-task

• Ability to meet deadlines

• Excellent customer service skills

• Strong problem-solving, critical thinking, teamwork, and collaboration skills.

• Strong work ethic, productivity and professionalism

The typical base pay range for this role nationwide is $60,000.00 to $80,000.00 per year. Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

To learn more, visit: www.onedigital.com/careers

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

Thank you for your interest in joining the OneDigital team!