1 день назад
Retirement Administrator
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Retirement Administrator (401(k)/ERISA): Administering and improving retirement benefit programs, including plan transactions, compliance filings, data integrations, participant support, and vendor coordination with an accent on regulatory accuracy, fiduciary governance, and plan integrity. Focus on managing Form 5500 and nondiscrimination testing, resolving HRIS-to-vendor data issues, supporting M&A plan transitions, and implementing strategic retirement program enhancements.
Location: Dallas, Texas, United States
Company
is an independent distributor of life, health, and wealth insurance products with a strong insurtech focus, serving agents and clients nationwide.
What you will do
- Administer 401(k) and related retirement plans, including plan design, daily operations, transactions, reporting, and documentation.
- Manage HRIS, payroll, recordkeeper, and vendor data integrations, including mapping, testing, reconciliation, audits, and troubleshooting.
- Coordinate ERISA, IRS, and DOL compliance, Form 5500 filings, required notices, annual plan testing, and regulatory updates.
- Support participants through plan guidance, education sessions, communications, issue resolution, claims, and appeals.
- Manage vendors, audits, RFPs, retirement committee records, agendas, minutes, and fiduciary documentation.
- Lead retirement plan transitions related to mergers, acquisitions, divestitures, terminations, rollovers, and alternative plan structures.
Requirements
- 5+ years of experience in retirement plan administration, benefits management, or related HR or finance roles.
- Bachelor’s degree in Human Resources, Finance, Business Administration, or a related field preferred.
- Experience with HRIS-to-vendor data integrations, file feeds, Form 5500 filings, and required plan notices.
- Knowledge of ERISA, IRS, and DOL regulations, retirement plan testing, and fiduciary requirements.
- Experience supporting retirement plan committees, vendors, projects, and documentation.
- Strong analytical, organizational, communication, problem-solving, confidentiality, and attention-to-detail skills.
Nice to have
- Experience with M&A-related plan transitions, plan terminations, SIMPLE IRAs, Pooled Employer Plans, or Multi-Employer Plans.
- CEBS, CRPS, QKA, ASPPA, or similar professional certification.
Culture & Benefits
- Family-like environment with a people-first culture.
- Professional growth opportunities within a hyper-growth organization.
- Competitive compensation and benefits supporting employees and their families.
- Equal opportunity employment and reasonable accommodation for qualified individuals with disabilities.
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