Retirement Plan Administrator

About the role

Addison Group is partnering with our client, a growing organization in the retirement services industry, to identify a detail-oriented professional for a Retirement Plan Administrator position. This role is ideal for candidates who enjoy analytical administrative work, reviewing complex data, and ensuring accuracy in compliance-driven processes.

Key Responsibilities

• Facilitate the onboarding and implementation of new retirement plans
• Review, validate, and import participant and plan-related data into internal systems
• Reconcile transactions and identify discrepancies to ensure data accuracy
• Prepare and maintain plan documentation, agreements, and supporting records
• Partner with internal teams to transition prospective clients into active plans
• Communicate directly with employers regarding plan setup, requirements, and ongoing updates
• Research and resolve issues that require analysis and independent judgment
• Apply regulatory guidelines and internal procedures to administrative processes
• Monitor records for completeness, accuracy, and compliance standards
• Provide education and guidance regarding available retirement plan solutions

Qualifications

• 3+ years of retirement plan administration experience preferred
• Candidates with strong experience in data analysis, data imports, reconciliations, or transaction balancing will also be considered
• Strong analytical and problem-solving skills
• Advanced attention to detail and organizational abilities
• Proficiency with Microsoft Excel and other business software applications
• Excellent written and verbal communication skills
• Ability to manage multiple priorities in a deadline-driven environment

Benefits

This position is eligible for medical, dental, vision, and 401(k).