Retirement Plan Administrator

Department: Pensions
Status: Full-time

Scope/Impact

The Retirement Benefits Analyst I position is responsible for performing complex administrative duties related to defined contribution pension plans such as 401(k), profit sharing, money purchase pension plans, 403(b), Davis-Bacon, etc. to maximize quality, quantity, cost-effectiveness, profitability and total Customer/Client satisfaction.  Effective performance of all duties and responsibilities of the position will assure accurate and timely completion of required tasks and compliance with required timelines.

 

Duties Include But Are Not Limited To:

  • Coordinates and administers assigned case-load to ensure optimal client/customer satisfaction
  • Prepare various types of spreadsheets for client review
  • Perform all necessary ADP/ACP, 415, 410(b) testing, and all other required compliance testing
  • Prepare and deliver to client all required reports, such as annual valuations, participant statements, Form 5500 reports, etc. in a timely and accurate manner
  • Perform all phases of case recordkeeping, distribution, and loan procedures
  • Assist with related accounting functions such as billing
  • Initiate and maintain records and retrieval methods
  • Resolve administrative problems with clients, plan representatives and plan participants in a timely and accurate manner