Benefits Administrator – Retirement Plans

Responsibilities

• Manage all aspects of retirement plan administration for assigned clients
• Serve as the primary point of contact for clients, advisors, and CPAs
• Coordinate and manage annual data collection and processing cycles
• Collect, review, and analyze employee census data
• Perform eligibility, vesting, and contribution calculations
• Conduct compliance testing (ADP/ACP, nondiscrimination, top-heavy, coverage)
• Prepare government filings (Form 5500, 5330, and 8955)
• Perform trust accounting and asset reconciliation
• Identify discrepancies and elevate issues when necessary
• Process distributions, loans, and Required Minimum Distributions (RMDs) (with review)
• Collaborate with actuaries for Defined Benefit or Cash Balance plans
• Maintain workflow tracking and meet strict deadlines
• Deliver professional, timely, and client-focused communication (mainly via email)
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