Retirement Plan Administrator

Job Description

Retirement Plan Administrator

If you enjoy multi-tasking, have a positive attitude, and have the experience and skill set described below, we look forward to speaking with you!

Primary Responsibilities

  • Review plan documents and ensure provisions are being adhered to properly. Explain plan document provisions to plan sponsors clearly and precisely.
  • Perform annual plan administration for an assigned caseload of small to mid size complex plans (this will have some large plan Form 5500’s as well) including:
    • asset reconciliation and trust accounting
    • data reconciliation
    • calculation of employer contributions (Safe Harbor, Cross-tested, Integrated)
    • annual allocation,  testing, and reporting
  • Work closely with plan sponsor, accountants, payroll vendors, to resolve any compensation and/or contribution discrepancies between the census and the investment firm.
  • Prepare required governmental filings for assigned caseload.
  • Main point of contact for plan sponsors, payroll vendors, investment firms and plan advisors.

Desired Skills and Experience

  • College Degree or equivalent work experience showing levels of responsibility.
  • Demonstrated excellent written and verbal communication skills
  • Proven strong analytical skills, including experience identifying problems and providing effective resolutions.
  • Effectively establish priorities as related to deadlines.
  • Experience with Relius Administration required
  • Experience with FT Williams and PensionPro a plus (not required)


65,000 - 85,000 salary

Location - Remote

Job Type



Financial Services

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