Retirement Administrator Overview • The Retirement Administrator plays a critical role in managing retirement programs, ensuring compliance, and maintaining data accuracy within the HR organization. • Collaborate with cross-functional teams to deliver exceptional service and support for retirement plan administration and participant inquiries. • Engage in detailed quantitative analysis and reconciliation processes to ensure data integrity and compliance with regulatory guidelines. • Coordinate participant education sessions and maintain system configurations aligned with recordkeeper requirements. • Contribute to audit preparation and compliance testing, ensuring accuracy and timely responses throughout the audit lifecycle. • Work in a fast-paced, detail-oriented environment that values operational excellence and strategic problem-solving. • Leverage advanced spreadsheet skills to perform data reconciliations and financial calculations related to retirement plans. • Opportunity to collaborate with professionals across organizational levels and enhance your expertise in retirement plan administration. Retirement Administrator Key Responsibilities & Duties • Prepare and format compliance testing data, performing iterative data scrubbing to meet recordkeeper specifications. • Review and audit annual Match True-up calculations for accuracy and compliance. • Conduct data preparation and reporting for external retirement plan audits, addressing discrepancies as needed. • Apply plan rules to data, finalize annual company contribution calculations, and perform payroll transaction reviews. • Perform routine data reconciliations between HRIS and recordkeeper systems to ensure alignment and accuracy. • Serve as the primary contact for participant inquiries, providing exceptional service and support. • Audit and maintain retirement plan data quality and system configurations to meet recordkeeper requirements. • Coordinate participant education sessions across regional offices and job sites in partnership with recordkeepers. Retirement Administrator Job Requirements • Bachelor’s degree in finance, accounting, mathematics, business analytics, or a related discipline is required. • Minimum of 3 years of quantitative or analytical experience in finance, accounting, or benefits administration. • Proficiency in data reconciliation, mathematical problem-solving, and advanced spreadsheet skills (Excel/Google Sheets). • Direct experience with 401(k) or defined contribution plan administration and familiarity with ERISA/IRS guidelines preferred. • Experience with HRIS and payroll platforms, such as Workday or EC Payroll, is highly desirable. • Professional certifications such as CEBS, QKA, CPSP, SHRM-CP/SCP, or S/PHR are preferred. • Strong interpersonal skills and proven ability to communicate effectively across organizational levels. • Ability to manage competing deadlines and handle sensitive information with discretion and integrity.