Primary responsibility is to accurately process and recommend improvements for various critical internal processes and transactions in the effective administration of the company’s defined benefit, defined contribution, and other retirement plans.

• Ensure compliance with IRS and DOL requirements for documents and administration .
• Annual ADP/ACP  (non-discrimination testing)
• Test compliance, determine eligibility and contribution levels, complete and submit government forms, and prepare and distribute summary annual reports, etc.
• Provide support to Plan Administration with internal and external compliance audits
• Assist with the distribution of notices and other time sensitive retirement materials
• Support regular inquiries, investigation, and correspondence with retiree’s, active, and terminated participants in all retirement plan.
• Assist in maintaining employee databases and data integrity with third-party system.
• Distribute and track retirees benefits paperwork to ensure timely return and follow-up as needed with retirees. 
• Review and approve defined contribution requests from third party provider and reconcile payroll contributions.
• Ensures retirement plans are administered in accordance with company, state, and federal guidelines and regulations.
• Maintains knowledge of legal and regulatory changes, trends, and other developments affecting retirement benefits.
• Preparation and review of annual and semi-annual defined contribution discretionary contributions
• Performs other duties as assigned.

Required Skills

• 3-5 years of experience working in the administration of defined contribution. 

• Ability to read and understand complex plan documents

• Ability to effectively prioritize competing tasks and manage multiple tasks simultaneously

• Excellent organizational, analytical, and verbal/ written communication skills.

• Ability to work well either independently or as part of a team with a focus on achieving exceptional results.

• Ability to handle sensitive information and maintain a high level of confidentiality

• A high level of accuracy and attention to detail is required for success

• Excellent interpersonal and customer service skills with ability to clearly explain retirement plan options in easily understood terms.

• Proficiency with MS Office Suite and other related software and system interfaces.

• Strong knowledge of ERISA and IRS regulations a plus.

• SHRM-CP or PHR a plus

Required Experience

• At least five years of experience working in the administration of defined contribution plans
• Bachelor’s degree in Business Administration, Human Resources, or other related field required or equivalent work experience with proven problem-solving ability.
• Familiarity with a variety of concepts, practices and procedures in employee benefits a plus.

• 3-5 years of experience working in the administration of defined contribution. 

• Ability to read and understand complex plan documents

• Ability to effectively prioritize competing tasks and manage multiple tasks simultaneously

• Excellent organizational, analytical, and verbal/ written communication skills.

• Ability to work well either independently or as part of a team with a focus on achieving exceptional results.

• Ability to handle sensitive information and maintain a high level of confidentiality

• A high level of accuracy and attention to detail is required for success

• Excellent interpersonal and customer service skills with ability to clearly explain retirement plan options in easily understood terms.

• Proficiency with MS Office Suite and other related software and system interfaces.

• Strong knowledge of ERISA and IRS regulations a plus.

• SHRM-CP or PHR a plus