Retirement Plan Administrator III

Department: Retirement Plan Services
Status: Full-time, fully remote
Pay Range: $55,000 - $75,000

Scope/Impact

The Retirement Administrator position is responsible for defined contribution pension plans such as 401(k), profit sharing, money purchase pension plans, 403(b), Davis-Bacon, etc.

 

Key Responsibilities

  • Coordinate and administer assigned case-load.
  • Perform all necessary ADP/ACP, 415, 410(b) testing, and all other required compliance testing.
  • Resolve administrative problems with clients, plan representatives and plan participants.
  • Prepare and deliver to client all required reports, such as annual valuations, participant statements, Form 5500 reports, etc.
  • Perform all phases of case recordkeeping, distribution, and loan procedures & assist with related accounting functions such as billing.