Retirement Plan Administration Manager & ConsultantAs the
Retirement Plan Administration Manager & Consultant, you will serve as the primary relationship manager for a portfolio of retirement plan clients and responsible for delivering high-quality plan administration, compliance oversight, and consulting support. In this role, you will manage day-to-day administration for assigned plans, review compliance testing and government filings, interpret plan provisions, support year-end and audit processes, and collaborate with plan sponsors, advisors, auditors, and other service providers to ensure accurate and timely service.
WHAT YOU'LL DO - Manage a portfolio of qualified retirement plan third-party administration client relationships as the primary point of contact
- Oversee all aspects of administration for an assigned block of retirement plans
- Consult with plan sponsors and advisors on plan-related matters and operational issues
- Interpret plan document provisions and recommend plan design or administrative improvements
- Collaborate with clients, advisors, auditors, and other service providers to resolve issues and support plan administration
- Review annual compliance testing, including coverage, nondiscrimination, and top-heavy testing
- Review employer contributions and reconcile trust accounts
- Review annual government filings, participant statements, and related regulatory reporting
- Review plan transactions, including loans, distributions, required minimum distributions (RMDs), and Qualified Domestic Relations Order (QDROs)
- Conduct census reconciliation by requesting missing information, clarifying discrepancies, and ensuring complete and accurate data
- Identify and resolve trust accounting discrepancies, including missing contributions, incorrect amounts, and misapplied payments
- Support year-end activities, including force-out packages and required minimum distributions for eligible participants
- Assist auditors and clients with data requests and audit support activities
- Participate in process improvement initiatives, team projects, and ongoing professional development
- Stay current on retirement plan regulations through continuing education and research
WHAT YOU'LL NEED Required: - Bachelor's degree in Accounting, Economics, Finance, Mathematics, Statistics, or a related field
- Minimum of five years of direct qualified plan administration experience, including compliance testing
- ESOP (Employee Stock Ownership Plan) / KSOP knowledge
- Advanced Excel proficiency and the ability to learn new systems quickly
Preferred: - QKA designation, or willingness to obtain
Other:
- Strong analytical, problem-solving, and organizational skills, with an aptitude for math and accounting
- Excellent communication, time management, and client service skills
- Ability to manage multiple priorities independently and meet deadlines
- Self-motivated, detail-oriented, and able to work independently in a fast-paced environment
- Commitment to professional development and continuous learning
ENJOY MORE OF THE THINGS THAT MATTER MOST - Competitive compensation
- Insurance, including health, dental, and vision,that begin on day one
- 20+ days of paid time off and 13 paid holidays
- Parental leave, family care leave, and volunteertime
- 401(k) plans and profit sharing
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