CrawlJobs Logo

Retirement Plan Administrator – Manager

United States, Syracuse Employment contract 70000.00 USD / Year · Job Posted May 14, 2026
Apply Position
Job Link Share

Job Description

We are looking for a manager with define contribution plan experience. The ideal candidate will have experience in plan administration, including: Design, review, and updates of retirement plan document. Ability to accurately read, interpret and apply plan document provisions. Manage client plans. Ensure compliance with ERISA, DOL and IRS requirements. Plan Administration, including all compliance and nondiscrimination testing. Review employer contribution calculations using different methods. Review IRS Forms (5500 series, 1099R, and other applicable forms). Review of trust accounting. Excellent client services skills such as handling requests in a timely and professional manner.

Job Responsibility

  • Design, review, and updates of retirement plan document
  • Ability to accurately read, interpret and apply plan document provisions
  • Manage client plans
  • Ensure compliance with ERISA, DOL and IRS requirements
  • Plan Administration, including all compliance and nondiscrimination testing
  • Review employer contribution calculations using different methods
  • Review IRS Forms (5500 series, 1099R, and other applicable forms)
  • Review of trust accounting
  • Excellent client services skills such as handling requests in a timely and professional manner

Requirements

  • 8+ years of retirement plan administration experience
  • Have broad knowledge of the retirement plan industry and proposed regulatory changes
  • Proficient in Office 365
  • Demonstrate excellent written and verbal communication
  • Must be detail oriented and possess strong organizational skills
  • Superior time management and ability to meet deadlines

Nice to have

Relius Administration software experience

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Retirement Plan Administrator – Manager

8 matching positions

New

Retirement Plan Advisor

We are looking for a Retirement Plan Advisor to join a wealth management team in...
Location
Location
United States , Fort Worth
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3+ years direct experience with employer-sponsored retirement plans (401k, DB/DC)
  • Strong client relationship and project management skills
  • Competitive spirit, intellectual curiosity, and commitment to excellence
  • At least 3 years of hands-on experience working with 401(k) plans and other defined contribution or defined benefit retirement programs
  • Working knowledge of retirement plan administration, retirement benefits, and employer-sponsored savings plans
  • Proven ability to interact effectively with plan participants, plan sponsors, and custodial institutions
  • Strong organizational skills with a consistent record of producing accurate work and meeting deadlines
  • Ability to manage competing priorities and support projects from initiation through completion
  • Clear communication skills and a client-focused approach to service and relationship management
  • CFP or financial planning designation preferred
Job Responsibility
Job Responsibility
  • Support employer-sponsored retirement plans
  • Strengthen client relationships
  • Contribute to thoughtful, accurate execution across a range of plan administration and advisory activities
  • Guide 401(k) participants toward long-term financial success
  • Work closely with plan participants, sponsors, and custodial institutions on investment management, financial planning, and personalized wealth-building strategies
What we offer
What we offer
  • Competitive base salary
  • Incentive opportunities
  • Health insurance
  • Retirement benefits
  • Paid time off
  • Medical, vision, dental, and life and disability insurance (for contract/temporary professionals)
  • Enrollment in company 401(k) plan (for contract/temporary professionals)
  • Fulltime
Read More
Arrow Right

Senior Retirement Plan Specialist

The Senior Retirement Plan Specialist requires advanced expertise in qualified r...
Location
Location
United States , Saint Petersburg; Memphis; Southfield
Salary
Salary:
Not provided
raymondjames.com Logo
Raymond James
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Advanced expertise in qualified retirement plans and IRAs gained through extensive experience, specialized training, and/or certification
  • Knowledge of rules and regulations of the IRS and DOL pertaining to IRAs and qualified plans
  • Knowledge of fundamental financial planning and investment concepts, practices and procedures used in the securities industry
  • Knowledge of principles of securities industry operations and financial services and products
  • Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance, High School (HS) (Required)
  • General Experience - 3 to 6 years
  • Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA) (certification)
  • Travel Less than 25%
Job Responsibility
Job Responsibility
  • Actively participate in department and cross‑functional projects, contributing subject‑matter expertise on customer processes, regulatory requirements, operational workflows, and IRS‑related rules or documentation standards
  • Identify and report instances of noncompliance with organizational policies, regulatory guidelines, and/or IRS‑related rules, escalating issues appropriately
  • Provide advanced product and service information, incorporating regulatory or IRS‑specific detail when relevant, and respond to complex customer questions
  • Manage and resolve escalated customer issues with a high degree of independence and judgment
  • provide managerial approvals and regulatory compliance checks as required
  • Deliver a consistently high‑quality service experience while identifying opportunities to support business retention, improve operational processes, or enhance compliance
  • Operates with full competence and independence in delivering high‑quality services that meet operational, regulatory, and IRS‑related requirements
  • may provide technical guidance or training to others
  • Fully proficient in aligning organizational processes with customer needs while ensuring adherence to regulatory expectations and project deliverables
  • Demonstrates strong ability to translate customer requirements into business language and processes, incorporating compliance, documentation, and IRS‑appropriate considerations
  • Fulltime
Read More
Arrow Right

Manager Retirement Administration

Responsibilities include strategic design related to the health system's retirem...
Location
Location
United States , Shawnee Mission
Salary
Salary:
Not provided
kansashealthsystem.com Logo
The University of Kansas Health System
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelors Degree in related field of study from an accredited college or university
  • 5 or more years of experience with direct responsibility for the administration of retirement plans
  • Experience and understanding of Third-Party Administrator, Plan Sponsor, broker, investment, fiduciary and participant roles and responsibilities in qualified plans
  • Experience and understanding of eligibility, enrollment, contribution, match, forfeitures, testing, correction and plan documents
  • Demonstrated expertise with standard concepts, practices, and procedures related to defined contribution plan administration, management and governance
  • Strong excel skills to write and create reports, analyze reports, manipulate data, prepare contribution files, audit to ensure accuracy of contribution files
  • Strong financial acumen, aptitude for data and numbers, and extremely organized and detail oriented
  • Excellent computer skills, expert level user with Microsoft Office
  • Proficient user of retirement program software and other types of benefit management systems, and various types of data base management systems
  • Excellent written and verbal skills, strong analytical and interpretive skills
Job Responsibility
Job Responsibility
  • Participate in Plan Design with respect to participants, eligibility, matching vesting, withdrawals, etc, and manage the day-to-day administration and planning activities for the Retirement Savings Plans, including coordinates, compiles and manages all plan census information, including participant enrollment and vesting
  • Manage quarterly retirement plan administrative and plan performance reviews with all stakeholder parties
  • Fulfill fiduciary governance tasks as Plan Administrator and Secretary of the Retirement Benefits Committee
  • Make recommendations to improve competitive position and/or legal compliance
  • Manages inbound and outbound files with Third Party administration, reconciles each contribution file from all retirement plans, and conduct quarterly comprehensive audits of all retirement plans
  • Develop and implement annual financial wellness and retirement education and engagement calendar of activities
  • Ensures accurate eligibility and enrollment of all eligible participants and ensures both the employee and the employer contribution levels are accurate based upon years of service
  • Prepares plan documents as needed including notices and amendment, including administration procedures and guidelines
  • and manages all participant communications
  • Develops audit protocols for all benefit and retirement programs
  • Fulltime
Read More
Arrow Right

Retirement Benefits Manager

Arrow is looking for a Retirement Benefits Manager to join the Americas compensa...
Location
Location
United States of America , Centennial, CO
Salary
Salary:
102900.00 - 140800.00 USD / Year
arrow.com Logo
Arrow Electronics
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least a 4-year degree
  • At least 8 years prior retirement benefits experience with progressively more complex assignments and responsibilities
  • Benefit project management experience
  • Advanced understanding of retirement benefit principles, practices and trends
  • Advanced Microsoft office skills, including Word, Excel, and PowerPoint
  • Proficient use of HRIS systems (Workday preferred) and benefits related web applications
  • Proven client relationship skills with internal and external stakeholders
  • Ability to collaborate well and work effectively as a team member or a project lead
  • Ability to manage several projects simultaneously with competing deadlines in a fast paced, dynamic environment
  • Strong organizational skills
Job Responsibility
Job Responsibility
  • Manage the administration of Arrow’s qualified and non-qualified retirement plans in the US and Canada
  • Act as a subject matter expert with federal, state and local laws impacting retirement programs
  • Assist with compliance in all regulatory requirements, including government filings (Form 5500), and satisfy internal and external audit requirements
  • Provide leadership for the administration of Arrow’s qualified and non-qualified retirement plans
  • Oversee relationships with recordkeeping and custodian vendors
  • Support the administration of Arrow’s Supplemental Executive Retirement Plan (SERP) and act as a key advisor on executive retirement benefits
  • Monitor plan performance and recommend enhancements
  • Review and audit employee and Arrow contributions from Payroll on a weekly basis
  • Collaborate with the payroll team to reconcile contributions and post funding to the recordkeeper
  • Audit retirement plan eligibility and participant data
What we offer
What we offer
  • Medical, Dental, Vision Insurance
  • 401k, With Matching Contributions
  • Short-Term/Long-Term Disability Insurance
  • Health Savings Account (HSA)/Health Reimbursement Account (HRA) Options
  • Paid Time Off (including sick, holiday, vacation, etc.)
  • Tuition Reimbursement
  • Growth Opportunities
  • Discounted RTD Passes
  • On-site Café with Catering Option
  • 24/7/365 On-site Gym and Lockers, Free for Use to All Employees
  • Fulltime
Read More
Arrow Right

Retirement Benefits Manager

Arrow is looking for a Retirement Benefits Manager to join the Americas compensa...
Location
Location
United States , New York
Salary
Salary:
102900.00 - 140000.00 USD / Year
arrow.com Logo
Arrow Electronics
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least a 4-year degree
  • At least 8 years prior retirement benefits experience with progressively more complex assignments and responsibilities
  • Benefit project management experience
  • Advanced understanding of retirement benefit principles, practices and trends
  • Advanced Microsoft office skills, including Word, Excel, and PowerPoint
  • Proficient use of HRIS systems (Workday preferred) and benefits related web applications
  • Proven client relationship skills with internal and external stakeholders
  • Ability to manage several projects simultaneously with competing deadlines
  • Strong organizational skills
  • Advanced writing skills
Job Responsibility
Job Responsibility
  • Provide leadership for the administration of Arrow’s qualified and non-qualified retirement plans
  • Oversee relationships with recordkeeping and custodian vendors
  • Support the administration of Arrow’s Supplemental Executive Retirement Plan (SERP)
  • Monitor plan performance and recommend enhancements
  • Review and audit employee and Arrow contributions from Payroll on a weekly basis
  • Collaborate with the payroll team to reconcile contributions
  • Audit retirement plan eligibility and participant data
  • Monitor and audit loan data
  • Perform secondary reviews of additional calculations and system entries
  • Handle escalated retirement benefit inquiries
What we offer
What we offer
  • Medical, Dental, Vision Insurance
  • 401k, With Matching Contributions
  • Short-Term/Long-Term Disability Insurance
  • Health Savings Account (HSA)/Health Reimbursement Account (HRA) Options
  • Paid Time Off (including sick, holiday, vacation, etc.)
  • Tuition Reimbursement
  • Growth Opportunities
  • Discounted RTD Passes
  • On-site Café with Catering Option
  • 24/7/365 On-site Gym and Lockers
  • Fulltime
Read More
Arrow Right

Senior Manager, International Retirement and Financial Wellbeing

The Senior Manager, International Retirement & Financial Wellbeing will lead the...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
socialvalueportal.com Logo
Social Value Portal Ltd
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5-7 years of experience in benefits or large-scale plan administration / implementation
  • Specific experience in Defined Contribution / Defined Benefit retirement plans and/or global pension scheme oversight preferred
  • Working knowledge of ERISA and associated 401(k) safe harbor plan compliance requirements preferred
  • Bachelor’s degree in Finance, Business Administration, Economics or a related field would be a plus
  • 7-10 Years relevant work experience
Job Responsibility
Job Responsibility
  • Pension & Retirement Plan Administration: Develop, implement, and manage global retirement plans, including the Comcast/NBCU international pension schemes
  • Benefits Program Management: Support the design and lead the administration and project management of financial wellness programs and campaigns
  • Regulatory Compliance: Coordinate with Risk Management and Compliance teams to ensure adherence to international statutory regulations through audits, reviews, and continuous monitoring
  • Vendor Management: Oversee day-to-day relationships with service providers to ensure positive employee experience via plan management and service delivery. Coordinate with HR Support Services team to implement design / policy rule changes
  • Employee Support & Communication: Provide guidance on financial benefit communications – eligibility, enrollment, and utilization. Coordinate with communications team to develop educational materials/engagement strategies as well as required notifications
  • Financial Oversight: Manage budgets and forecast costs at a plan level
  • Data & Documentation Management: Maintain accurate plan documentation, policies, and procedures
  • Strategic Planning: Contribute to Total Rewards strategy, collaborating with HRBPs and Finance to align benefit offerings with organizational and talent goals
Read More
Arrow Right

Manager - Benefits and Retirement

We are looking for an experienced Manager - Benefits and Retirement to lead the ...
Location
Location
United States , Detroit
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 10+ years of experience managing employee benefits, retirement programs, or closely related compensation and benefits functions
  • Demonstrated expertise in benefits analysis, plan design, benefits coordination, and overall benefit program administration
  • Strong knowledge of employee benefit and retirement regulations, including compliance requirements affecting leave, disclosures, and plan governance
  • Experience leading vendor management activities, including proposal review, contract coordination, and performance oversight
  • Proven ability to analyze program costs, renewal data, and employee usage trends to support informed recommendations
  • Background supervising staff and managing operational processes within a benefits or human resources environment
  • Excellent communication skills with the ability to explain complex program details, policy changes, and compliance information clearly to varied audiences
Job Responsibility
Job Responsibility
  • Direct the planning, execution, and day-to-day leadership of benefit and retirement offerings, ensuring effective service delivery across health, welfare, savings, and insurance programs
  • Supervise team members and operational workflows related to benefits and retirement administration, setting priorities and maintaining high standards for accuracy and responsiveness
  • Lead relationships with carriers, administrators, brokers, and other external partners, while reviewing agreements and coordinating contract-related actions through internal approval channels
  • Partner with purchasing, legal, and external advisors to assess vendor proposals, facilitate evaluations, and recommend selections that support value, compliance, and program quality
  • Oversee retirement plan administration, including enrollments, contributions, and transaction processing, to ensure records are completed correctly and within required timelines
  • Perform periodic reviews of retirement data such as eligibility, vesting, and contribution activity, resolving discrepancies and strengthening data integrity controls
  • Guide the development and annual administration of employee benefits programs, including policy updates, open enrollment execution, and ongoing program maintenance
  • Evaluate renewal rates, plan structures, and utilization trends, then present recommendations on program changes, carrier options, and cost management strategies to leadership
  • Administer leave and accommodation processes in accordance with applicable federal and state requirements, and support return-to-work coordination with leaders and organizational partners
  • Monitor legal and regulatory obligations, prepare employee communications and required notices, and collaborate with risk management on workers' compensation matters and benefit usage trends
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right
New

Finance and Accounting Director

Works with the General Manager to lead the organization's financial operations b...
Location
Location
United States , Cordova, AK or Anchorage, AK
Salary
Salary:
Not provided
pwsac.com Logo
Prince William Sound Aquaculture Corporation
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in Accounting, Finance, or Business Administration
  • Ten years of progressive accounting experience with a minimum of five years in a management role directly supervising accounting staff
  • Willingness to work extended hours during peak periods
  • Employment contingent upon successful background check
Job Responsibility
Job Responsibility
  • Works with the General Manager to lead the organization's financial operations by overseeing accounting, annual budgeting process, reporting, compliance, and internal controls to ensure fiscal integrity and transparency
  • Provides strategic financial guidance to leadership and the Board, while managing key financial activities such as cash flow, investments, audits, and regulatory compliance
  • Manages the organization's financial matters, ensuring accurate reporting, effective controls, and proactive oversight of accounting processes and timely communication of variances
  • Monitors financial performance, including budgets and cash flow, while ensuring compliance with all regulatory and audit requirements
  • Partners with leadership to guide financial planning and continuously strengthen processes, systems, and overall financial management, including oversight of insurance coverage
  • Oversee all accounting functions, including accounts payable, accounts receivable, payroll, general ledger, and billing
  • Prepare and review monthly, quarterly, and annual financial statements
  • Present financial reports to the General Manager, Executive Committee, and Board
  • Oversee budget tracking, budget-to-actual analysis and provide variance insights
  • Work closely with the General Manager on financial planning, annual budgeting, and overall financial performance
Read More
Arrow Right