Retirement Plan Administrator

Role Overview

• 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).
• Assist with loans, distributions, QDROs, rollovers, and Roth rollovers.
• Provide support for terms, rehires, and acquired teammates.
• Perform operational reviews of acquired plans to identify missed contributions, late deferrals, or pending IRS/DOL audits.
• Review hardship and loan documents to ensure accurate handling throughout the merger process.
• Review and assess needed written amendments or adoption agreements during plan integration.
• Work closely with legal teams, auditors, and consultants to manage plan termination and final Form 5500 filings.
• Coordinate with recordkeepers on mapping old investment funds to new options and facilitating plan‑to‑plan transfers.

Requirements

• 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.
• Serve as a trusted subject‑matter expert for teammate‑facing retirement plan matters.
• Support workflows, controls, and best practices to ensure consistency, accuracy, and high‑quality service.

Benefits

• 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.