Retirement Plan Administrator

• Professional Development
• 9 paid holidays, including your birthday!
• 401(k) with company match 
• Employer-Paid Disability, Life Insurance, and Employee Assistance Program
• Health, Vision, and Dental Plans 
• Dependent Care and Flexible Spending Accounts 
• Paid Time Off  
• Fun Company Events such as Lunch & Learns, Virtual Staff Hangouts, Annual All Company Weekend, Lunch Bunch, and more!

Retirement Plan Administrator  
Job Summary  

The Retirement Plan Administrator administers employer sponsored Retirement plans. The Retirement Plan Administrator ensures efficient and accurate administration while providing plan participants and sponsors with excellent customer service and communication. The Administrator plays a critical role in the annual plan cycle compliance by preparing plan reports, testing, valuations, enrollments, distributions & loans. The Retirement Plan Administrator is responsible for communicating confidential and time sensitive material.  You will be responsible for being familiar with a wide variety of the field’s concepts, practices, and procedures.   

This position is non-exempt, can be located either onsite in the Manhattan, KS office or remote and will report to the TPA Department Manager. Compensation and level of role will be commensurate with experience and location.  

Responsibilities include, but are not limited to:  

1. Accounting work on retirement plan annual valuations  

2. Answering and directing phone calls and emails with clients  

3. Maintaining computer and manual filing systems  

4. Verifying and organizing client data  

5. Interpreting plan rules to ensure compliance with plan document  

6. Ensuring documents are sent, received, and processed in a timely basis  

7. Performing distribution and loan processing   

8. Preparing annual reports, to include government forms, in addition to other regularly scheduled reports  

9. Testing for plan limits to stay in compliance with regulations  

10. Growing and maintaining client relationships   

11. Maintaining professional and field-related knowledge regarding retirement plan regulations  

12. Delegating and reviewing workflow processes with team members  

13. Reviewing and modifying procedures in relation to current and new regulations  

Desired skills include, but are not limited to:  

• Accounting experience or strong math skills  

• Strong computer and software skills, to include knowledge in Microsoft Office  

• Experience in a customer service capacity  

• Thrives in a fast-paced, team-oriented environment  

• Demonstrated initiative in solving problems and implementing solutions  

• Able to exercise independent judgment and be self-motivated with excellent time management to plan and accomplish goals  

• Detail oriented  

• Reliable follow through and prioritization skills  

• Delivers clear, effective communication both internally and externally  

• Skilled at research  

• Organized 

• Deadline & Task Driven 

• Skilled in Project Management 

• College degree or equivalent preferred