Retirement Administrator

Retirement Administrator Overview

• The Retirement Administrator plays a critical role in managing retirement programs, ensuring compliance, and maintaining data accuracy within the HR organization.
• Collaborate with cross-functional teams to deliver exceptional service and support for retirement plan administration and participant inquiries.
• Engage in detailed quantitative analysis and reconciliation processes to ensure data integrity and compliance with regulatory guidelines.
• Coordinate participant education sessions and maintain system configurations aligned with recordkeeper requirements.
• Contribute to audit preparation and compliance testing, ensuring accuracy and timely responses throughout the audit lifecycle.
• Work in a fast-paced, detail-oriented environment that values operational excellence and strategic problem-solving.
• Leverage advanced spreadsheet skills to perform data reconciliations and financial calculations related to retirement plans.
• Opportunity to collaborate with professionals across organizational levels and enhance your expertise in retirement plan administration.

Retirement Administrator Key Responsibilities & Duties

• Prepare and format compliance testing data, performing iterative data scrubbing to meet recordkeeper specifications.
• Review and audit annual Match True-up calculations for accuracy and compliance.
• Conduct data preparation and reporting for external retirement plan audits, addressing discrepancies as needed.
• Apply plan rules to data, finalize annual company contribution calculations, and perform payroll transaction reviews.
• Perform routine data reconciliations between HRIS and recordkeeper systems to ensure alignment and accuracy.
• Serve as the primary contact for participant inquiries, providing exceptional service and support.
• Audit and maintain retirement plan data quality and system configurations to meet recordkeeper requirements.
• Coordinate participant education sessions across regional offices and job sites in partnership with recordkeepers.

Retirement Administrator Job Requirements

• Bachelor’s degree in finance, accounting, mathematics, business analytics, or a related discipline is required.
• Minimum of 3 years of quantitative or analytical experience in finance, accounting, or benefits administration.
• Proficiency in data reconciliation, mathematical problem-solving, and advanced spreadsheet skills (Excel/Google Sheets).
• Direct experience with 401(k) or defined contribution plan administration and familiarity with ERISA/IRS guidelines preferred.
• Experience with HRIS and payroll platforms, such as Workday or EC Payroll, is highly desirable.
• Professional certifications such as CEBS, QKA, CPSP, SHRM-CP/SCP, or S/PHR are preferred.
• Strong interpersonal skills and proven ability to communicate effectively across organizational levels.
• Ability to manage competing deadlines and handle sensitive information with discretion and integrity.