Summary / Objective:

We are seeking a detail-oriented and experienced Senior Retirement Plan Administrator to join our team. This individual will play a pivotal role in overseeing the day-to-day administration of Defined Contribution and Multi-Employer retirement plans. The role requires a strong understanding of ERISA and related regulatory frameworks, as well as the ability to manage complex plan operations with precision and professionalism.

Essential Functions:

This role serves as the primary point of contact for various corporate retirement plans, actively preparing for and attending Board meetings while providing expertise on complex retirement plan matters. A deep knowledge of ERISA, IRS, and DOL regulations related to qualified retirement plans is essential.

Key Responsibilities:

Serve as the primary administrator for assigned retirement plans, acting as a lead contact for clients and plan sponsors.
Interpret plan documents and offer plan design consulting for new plans and amendments.
Advise clients on complex retirement plan matters and regulatory compliance.
Provide high-quality customer support.
Manage plan conversions and transitions with accuracy and efficiency.
Complete tax filings, including 5500, 8955-SSA, 5330 forms
Coordinate and support plan audits and year-end reporting.
Oversee and perform annual compliance and nondiscrimination testing.
Engage in daily trading, trust reconciliation, payroll processing, and loan/distribution processing, as needed.
Additional responsibilities may include other duties, as assigned.

Qualifications and Skills:

Minimum of 5 years’ experience administering Defined Contribution retirement plans.
Strong working knowledge of ERISA, IRS, and DOL regulations.
Proficiency in compliance testing, audit support, and tax filing for retirement plans.
High attention to detail with strong analytical and organizational skills.
Excellent written and verbal communication abilities.
Strong Excel skills; accounting acumen preferred.
Experience with Schwab Retirement Technologies (SRT) platform is a plus.
Professional certifications (e.g., ASPPA, NIPA, CEBS) are preferred.

Work Environment: Hybrid/Remote Option

This role offers flexibility for hybrid or remote work arrangements, depending on the candidate’s location and business needs. Occasional on-site meetings or in-office days may be required, especially during critical project deadlines, audits, or board meetings.

Compensation and Benefits:

This position offers a competitive salary aligned with industry standards and experience. In addition, employees are eligible for a comprehensive benefits package, including health, dental, and vision insurance, 401(k), paid time off, and professional development opportunities. The company is committed to supporting a work-life balance and offers additional benefits such as flexible work arrangements, wellness programs, and a supportive, team-oriented work environment.

First Hill Trust Company jobs

Senior Retirement Plan Administrator