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Gallagher · 4 hours ago

Retirement Plan Administrator

Harrisburg, PA

Full-time

Onsite

Mid, Senior Level

3+ years exp

Gallagher Benefit Services is a trusted partner for organizations navigating important people decisions. The Retirement Plan Administrator is responsible for managing and administering corporate 401(k) plans, ensuring compliance and operational efficiency while providing support and consultation to clients.

ConsultingFinancial ServicesInsuranceManagement ConsultingRisk Management

Responsibilities

Consult with clients on initial plan design to ensure alignment with company goals and regulatory requirements

Prepare and maintain plan documents, including Summary Plan Descriptions for participants and beneficiaries

Monitor ongoing compliance with plan rules and federal regulations, including ERISA and IRS guidelines

Approve and process plan transactions, such as loans, distributions, and rollovers

Conduct annual discrimination testing (e.g., ADP/ACP, top-heavy) and support audit preparation

File required compliance documents, including Form 5500, Safe Harbor notices, and Form 1099-R

Coordinate with recordkeepers and custodians to ensure accurate and timely plan operations

Respond to client inquiries regarding plan features, compliance, and participant transactions

Track and reconcile plan contributions and ensure timely remittance and reporting

Assist with plan amendments and terminations, ensuring proper documentation and compliance

Support client onboarding and training for new plan sponsors or changes in plan design

Qualification

Retirement plan administrationRelius administration softwareMicrosoft Office SuiteCompliance reportingAnalytical skillsIndustry certification (ASPPA)Communication skillsTime managementDetail-oriented