Retirement Plan Administrator

Department: Retirement
Status: Full-time

Scope/Impact

The Retirement Plan Administrator 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.

 

Key Responsibilities

  • 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