Retirement Plan Administrator

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  "last_changed_at": "2026-05-30T05:50:33.765Z",
  "active_status": "active"
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    "jobOpeningName": "Retirement Plan Administrator",
    "departmentLabel": "Workplace Benefit Plan Platform",
    "employmentStatusLabel": "Full-Time"
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    "datePosted": "2026-03-30",
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    "description": "<p><span style=\"font-size: 12pt; font-weight: bold\">JOB SUMMARY</span></p>\n<p><br><br></p>\n<p><span style=\"font-size: 12pt\">At <span style=\"font-weight: bold\">FinDec</span>, the Retirement Plan Administrator plays a critical role in delivering accurate, compliant, and high-quality retirement plan administration services. This position supports our mission to provide reliable, people-forward service by combining strong technical expertise with collaborative workflows, technology, and continuous process improvement.</span></p>\n<p><br><br></p>\n<p><span style=\"font-size: 12pt\">This role is responsible for the day-to-day administration of qualified retirement plans, including 401(k), Profit Sharing, Defined Benefit, and 403(b) plans, ensuring compliance with ERISA, IRS, and plan document provisions while contributing to operational excellence across teams.</span></p>\n<p> </p>\n<p> </p>\n<p><span style=\"font-size: 12pt; font-weight: bold\">DUTIES &amp; ESSENTIAL JOB FUNCTIONS</span></p>\n<ul>\n<li><span style=\"font-size: 12pt\">Administer qualified retirement plans in accordance with plan documents, ERISA regulations, and IRS/DOL requirements.</span></li>\n<li><span style=\"font-size: 12pt\">Perform eligibility tracking, contribution calculations, payroll reconciliation, mandatory distributions and trust asset balancing.</span></li>\n<li><span style=\"font-size: 12pt\">Conduct and interpret compliance testing (ADP/ACP, 410(b), 401(a)(4), top-heavy, etc.), identify failures, and recommend corrective actions in alignment with IRS/DOL regulations.</span></li>\n<li><span style=\"font-size: 12pt\">Maintain working knowledge of ERISA, IRS, and DOL regulations and apply that knowledge to real-time plan administration decisions.</span></li>\n<li><span style=\"font-size: 12pt\">Serve as a knowledgeable resource to plan sponsors and advisors, providing guidance on plan operations and regulatory requirements.</span></li>\n<li><span style=\"font-size: 12pt\">Communicate clearly and proactively with clients regarding deadlines, data needs, and compliance obligations.</span></li>\n<li><span style=\"font-size: 12pt\">Coordinate and drive work across internal teams and external vendors (e.g., Congruent, EGPS), ensuring deliverables are accurate, timely, and aligned with plan requirements.</span></li>\n<li>Ensure accurate plan data and actively manage workflow progression across FinDec platforms, identifying bottlenecks and driving work to completion.</li>\n</ul>\n<ul>\n<li><span style=\"font-size: 12pt\">Maintain strict data integrity across all systems; ensure Salesforce cases, tasks, and plan records accurately reflect current status and activity.</span></li>\n<li>Use system reports and Excel to reconcile data, resolve discrepancies, and support compliance testing.</li>\n<li>Maintain timely system updates and adapt to new platforms, software, and automation tools to support efficiency, scalability, and cross-team visibility.</li>\n</ul>\n<p> </p>\n<p><span style=\"font-size: 12pt; font-weight: bold\">OTHER FUNCTIONS AND RESPONSIBILITIES</span></p>\n<p><span style=\"font-size: 12pt\">Perform other duties as assigned.</span></p>\n<p> </p>\n<p><span style=\"font-size: 12pt; font-weight: bold\">SKILLS AND QUALIFICATIONS</span></p>\n<ul>\n<li><span style=\"font-size: 12pt\">College degree in Accounting, Finance, Mathematics, or related field (or equivalent experience).</span></li>\n<li><span style=\"font-size: 12pt\">Strong analytical, organizational, and problem-solving</span></li>\n<li><span style=\"font-size: 12pt\">Proficiency in Excel and Microsoft Office</span></li>\n<li><span style=\"font-size: 12pt\">Excellent customer service, written and verbal communication</span></li>\n<li><span style=\"font-size: 12pt\">Experience with retirement plan administration systems and workflow</span></li>\n<li><span style=\"font-size: 12pt\">Experience working in a collaborative, process-driven environment with clear accountability and workflow ownership.</span></li>\n<li>Demonstrated experience managing multiple plans and deadlines simultaneously in a fast-paced environment.</li>\n</ul>\n<p><br><br></p>\n<p><span style=\"font-size: 12pt; font-weight: bold\">REQUIRED</span></p>\n<ul>\n<li><span style=\"font-size: 12pt\">Minimum 2 years related experience or equivalent combination of education and</span></li>\n<li><span style=\"font-size: 12pt\">Qualified 401(k) Administrator Designation (QKA)</span></li>\n</ul>\n<p><span style=\"font-size: 12pt\"> </span></p>\n<p><span style=\"font-size: 12pt; font-weight: bold\">PREFERRED</span></p>\n<ul>\n<li><span style=\"font-size: 12pt\">Qualified 401(k) Consultant and/or Qualified Pension Administrator (QPA).</span></li>\n</ul>\n<p><span style=\"font-size: 12pt\"> </span></p>\n<p><span style=\"font-size: 12pt; font-weight: bold\">PHYSICAL REQUIREMENTS/WORK ENVIRONMENT</span></p>\n<p><span style=\"font-size: 12pt\">Work is primarily sedentary in nature, no special demands are required</span></p>\n<p><br></p>\n<p> </p>",
    "compensation": "$74k - $82k (Final compensation will be determined based on experience, qualifications, and overall fit for the position)",
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