Senior Retirement Plan Administrator jobs in United States
cer-icon
Apply on Employer Site
company-logo

First Hill Trust Company · 1 day ago

Senior Retirement Plan Administrator

First Hill Trust Company is seeking a detail-oriented and experienced Senior Retirement Plan Administrator to join their team. This role involves overseeing the administration of Defined Contribution and Multi-Employer retirement plans while ensuring compliance with ERISA and related regulations.

Financial ServicesInsuranceRetirement

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

Qualification

Defined Contribution plansERISA regulationsIRS regulationsDOL regulationsCompliance testingAudit supportTax filingExcel skillsAnalytical skillsAccounting acumenSchwab Retirement TechnologiesProfessional certificationsOrganizational skillsCommunication skills

Required

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

Preferred

Accounting acumen
Experience with Schwab Retirement Technologies (SRT) platform
Professional certifications (e.g., ASPPA, NIPA, CEBS)

Benefits

Health, dental, and vision insurance
401(k)
Paid time off
Professional development opportunities
Flexible work arrangements
Wellness programs
Supportive, team-oriented work environment

Company

First Hill Trust Company

twittertwittertwitter
company-logo
First Hill Trust Company provides benefit plan administration and retirement plan services.

Funding

Current Stage
Early Stage
Company data provided by crunchbase