Ensure the retirement plan is administered in accordance with Plan Documents.
Execute and/or oversee day‑to‑day plan administration activities, including file submissions, recordkeeper coordination and oversight, and teammate interactions and customer assistance.
Act in a fiduciary capacity on behalf of and as directed by the Investment Committee to ensure compliance with ERISA and other applicable regulations.
Ensure timely and accurate remittance of records and files to the recordkeeper.
Serve as an internal resource for ADP/ACP testing, top‑heavy testing, and ERISA/IRS/DOL compliance matters.
Coordinate Form 5500 filing with auditors.
Perform record audits, including eligibility and deferral reviews.
Manage teammate communications and provide exceptional customer service.
Communicate plan changes and updates.
Review plan statements and participant accounts; answer teammate questions thoroughly and professionally.
Collaborate cross‑functionally to communicate eligibility, enrollment processes, deferral elections, and plan options (e.g., pre‑tax, Roth, after‑tax, rollovers).

Minimum 5 years of defined contribution plan administration experience with ERISA-governed retirement plans.
Basic accounting knowledge and strong mathematical skills.
Strong background in Form 5500 preparation and review, as well as compliance testing.
Excellent written and verbal communication skills.
Solid understanding of investment options and plan features.
Ability to contribute to process improvements that enhance scalability, efficiency, and teammate experience.

Health Benefits : Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
Financial Benefits : ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
Mental Health & Wellness : Free Mental Health & Enhanced Advocacy Services
Beyond Benefits : Paid Time Off, Holidays, Preferred Partner Discounts and more.

Retirement Plan Administrator

Key skills