Retirement Plan Administrator

Join a Growing Team of Retirement Plan Professionals

Are you an experienced Retirement Plan Administrator who knows Relius inside and out? We're looking for a knowledgeable professional to manage a portfolio of retirement plans, provide exceptional client service, and play a key role in helping businesses navigate the complexities of plan administration and compliance.

This is an excellent opportunity for someone who enjoys working directly with clients, thrives in a collaborative environment, and wants to be part of a team that values expertise, professional development, and long-term growth.

What You'll Do

• Administer a variety of qualified retirement plans, including 401(k), profit-sharing, and cash balance plans.
• Utilize Relius software daily to perform plan administration, compliance testing, reporting, and annual processing.
• Prepare and review Form 5500 filings and related compliance documents.
• Conduct annual testing, including ADP/ACP, top-heavy, coverage, and nondiscrimination testing.
• Calculate employer contributions and participant allocations.
• Process participant distributions, loans, rollovers, and hardship withdrawals.
• Review census and payroll data to ensure accuracy and compliance.
• Consult with plan sponsors regarding plan operations, regulatory requirements, and best practices.
• Coordinate with advisors, recordkeepers, custodians, and payroll providers.
• Assist with plan terminations, mergers, acquisitions, and corrective actions when necessary.

Why You'll Love This Opportunity

• Work with a diverse client portfolio and a variety of retirement plans.
• Join a collaborative team that values knowledge sharing and professional growth.
• Gain exposure to complex retirement plan consulting and compliance projects.
• Opportunity for advancement as your expertise grows.
• Stable organization with a strong reputation and long-term client relationships.

The Ideal Candidate

This role is perfect for a retirement plan professional who is confident using Relius, enjoys solving complex compliance questions, and wants to be a valued resource for both clients and colleagues. If you're looking for a position where your Relius expertise will be put to use every day and where you can continue to grow your career, we'd love to hear from you.

What We're Looking For

• 2+ years of retirement plan administration experience.
• Hands-on experience with Relius is required.
• Strong understanding of qualified retirement plans, ERISA, and IRS regulations.
• Experience preparing Form 5500s and performing compliance testing.
• Excellent analytical, organizational, and problem-solving skills.
• Strong communication skills and the ability to build trusted client relationships.
• Bachelor's degree in Accounting, Finance, Business, or related field preferred.