Location: This is a hybrid position, working onsite at Dairy Farmers of America Monday through Wednesday and remotely on Thursdays and Fridays ESSENTIAL FUNCTIONS • Serves as a liaison between the client’s Human Resources department, employees, and plan carriers. • Provides support in researching and responding to inquiries from current and former employees regarding retirement benefits. • Helps monitor and respond to service requests through carrier website; processes retirement mail. • Coordinates with internal partners and vendors to help resolve retirement data or administration issues. • Helps maintain the integrity of employee retirement data across internal systems and third-party vendor or administrator platforms. • Reviews daily demographic files and weekly feedback files to identify and address data issues; supports the research and correction of data-related errors. • Reviews employee enrollment in retirement plans and escalates discrepancies to support compliance with plan documents, regulations and policies. • Reconciles retirement plan funding activity, prepares wire transfers and check requests for third-party plan expenses, and funds employee and employer contributions into applicable retirement plans, including 401(k), deferred compensation, and pension plans. • Reconciles retirement-related deductions in the payroll system to ensure accuracy and enter approved adjustments, as appropriate. • Provides support in gathering and compiling data for regulatory compliance activities, including annual audits, Form 5500 preparation and filing, and compliance testing. • Maintains awareness of applicable retirement plan laws, regulations, and compliance updates to support administration activities. • Supports the annual enrollment process for non-qualified plans. • Supports the coordination, development, and delivery of employee communications, including meetings, webinars, mailings, and related materials. • Performs periodic retirement data audits, identify recurring issues, and recommend data-validation and process improvements. • Helps create and maintain retirement procedure documentation for assigned duties; maintain confidentiality of information. • Performs other duties as requested. REQUIRED EDUCATION AND EXPERIENCE • High School Diploma/GED equivalent and/or related work experience equivalency. • 1-3 years professional experience in defined contribution plans administration; mathematical and reconciliation skills • Working knowledge of ERISA laws and state and federal retirement benefits-related regulations and requirements • Proven experience operating in Microsoft Office Suite. • Professional experience demonstrating self-driven analysis and problem-solving creating solutions-based outcomes. • Proven ability to organize time and resources operating with accuracy and attention to details. PREFERRED EDUCATION AND EXPERIENCE • Higher education or equivalent combination of education, training, and experience in a related field. • Defined benefit experience. • ADP systems experience. • CEBS or RPA certification designation.