Benefits Administrator – Retirement Plans

Role Overview

• 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 escalate 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)

Requirements

• 2+ years of experience in pension administration or related field (preferred)
• Experience managing multiple client accounts (highly preferred)
• Proficiency in Microsoft Excel, Word, and Outlook
• Excellent written communication skills (email-focused role)
• Advanced English proficiency
• Strong analytical, mathematical, and accounting skills
• High level of organization and attention to detail
• Ability to meet strict deadlines and multitask
• Ability to work independently and in a team environment
• College degree preferred