Retirement Administrator Overview • The Retirement Administrator plays a pivotal role in managing and ensuring the integrity of retirement programs within the organization. • Collaborate with HR and finance teams to drive data accuracy and compliance in retirement plan operations. • Engage in audit preparation, data reconciliation, and compliance testing to uphold regulatory standards. • Serve as the primary contact for participant inquiries, providing exceptional service and support. • Coordinate educational sessions for participants, enhancing understanding of retirement plan benefits. • Contribute to the organization's HR strategy by ensuring efficient retirement plan administration. • Work in a dynamic, detail-oriented environment, leveraging analytical skills to solve complex problems. • Opportunity to collaborate across departments to enhance operational excellence in retirement plan management. Retirement Administrator Key Responsibilities & Duties • Prepare and format compliance testing data, ensuring accuracy and adherence to specifications. • Audit annual calculations and reconcile payroll transactions with recordkeeper systems. • Coordinate extensive reporting and responses for external retirement plan audits. • Maintain retirement plan data quality and system configurations in HRIS platforms. • Conduct in-person participant education sessions across various locations. • Perform quantitative analysis and data reconciliation to ensure compliance and accuracy. • Collaborate with cross-functional teams to address discrepancies and finalize contributions. • Research and resolve participant inquiries, providing clear and timely communication. Retirement Administrator Job Requirements • Minimum of 3 years of experience in finance, accounting, or benefits administration. • Bachelor's degree in finance, accounting, mathematics, or related field preferred. • Proficiency in HRIS and payroll platforms, with experience in Workday or EC Payroll preferred. • Strong analytical skills, including advanced proficiency in spreadsheet tools like Excel. • Knowledge of 401(k) plan administration and ERISA/IRS regulatory guidelines preferred. • Professional certifications such as CEBS, QKA, or SHRM-CP/SCP are advantageous. • Exceptional attention to detail and ability to manage competing deadlines effectively. • Demonstrated ability to handle sensitive information with discretion and integrity.