Retirement Plan Compliance Administrator
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Job Description
Retirement Plan Compliance Administrator ensuring client plans remain compliant with IRS and ERISA regulations. Collaborating with consultants to maintain high-quality work in retirement plan compliance.
Responsibilities:
- Perform annual retirement plan administration and compliance services for qualified retirement plans.
- Complete plan valuations and prepare compliance testing, including:
- ADP/ACP Testing
- IRC Section 415 Testing
- IRC Section 414 Testing
- Coverage Testing
- Top Heavy Testing
- Review compliance work for technical accuracy, identify potential issues, and recommend corrections or alternative testing approaches.
- Analyze participant census data and calculate employer contributions.
- Analyze and reconcile plan assets.
- Interpret plan documents and amendments to ensure accurate application of plan provisions.
- Prepare and review Form 5500 filings.
- Calculate lost earnings associated with late participant contributions when required.
- Research, analyze, and resolve retirement plan compliance and benefit issues.
- Collaborate with internal Consultants and team members to support compliance needs across the firm's retirement plan portfolio.
- Maintain current knowledge of IRS, DOL, and ERISA regulations affecting qualified retirement plans.
- Other duties as assigned.
Requirements:
- 2-3+ years of retirement plan administration or retirement plan compliance experience.
- Strong understanding of qualified retirement plan compliance and annual administration.
- Experience performing non-discrimination and compliance testing, including ADP/ACP, 415, 414, coverage, and Top-Heavy testing.
- Experience preparing Form 5500 filings.
- Ability to interpret retirement plan documents and amendments.
- Strong analytical, problem-solving, and organizational skills.
- Excellent attention to detail and commitment to producing accurate work.
- Ability to work independently while collaborating effectively within a team environment.
Benefits:
- Flexible Workplace – Hybrid and remote options available for many roles.
- Flexible PTO – Competitive paid time off, including flexible & unlimited options.
- Inclusive Environment – A culture that values diversity, collaboration, and respect.
- Growth Opportunities – Support for ongoing learning and career development.
- Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
- Workplace Perks – Incentive bonus programs, flexible hours, & more.
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