Description

We are offering an exciting opportunity for a Senior Retirement Plan Administrator in Lansing, Michigan. The primary function of this role is to manage a caseload of retirement plans, overseeing all aspects of plan administration, answering participant queries, and ensuring plan compliance with IRS and DOL regulations. The successful candidate will work in an industry that specializes in employee benefit plans and professional investment management.

Responsibilities:

• Daily processing of contributions, distributions, loans, and trades for related investments.

• Updating and maintaining employee census data.

• Calculation and allocation of all employer contributions.

• Performing all required testing.

• Preparing required tax forms, such as 5500 and 1099-R.

• Calculating and preparing quarterly and annual reports.

• Interpreting plan documents and preparing and amending plan documents as necessary.

• Engaging in regular interactions with clients and participants.

• Filing all documentation physically and digitally.

• Assisting with researching and pursuing system enhancements.

• Assisting with training additional plan administrators.

• Preparing weekly reports for team meetings with Financial Advisors.

• Assisting Financial Advisors with employee enrollment for clients.

• Carrying out tasks outside of core job duties as and when required.

If you have experience as a retirement plan administrator, call Rochelle Carrasco at 517.325.9054 for immediate consideration.

Requirements

• Must hold a role relevant to Retirment Plan Administrator for a minimum of 5 years

• ASPPA / NIPA designations preferred

• ERISA continuing education required

• Recent education and training regarding SECURE 2.0 required

• Proficiency in Compliance is expected

• Must have experience with Form 5500

• Experience with Annual Enrollment

• Knowledge and understanding of Employee Benefits - ERISA is essential

• Familiarity with the Employee Retirement Income Security Act (ERISA)

• Must possess excellent communication and interpersonal skills

• Ability to work independently and make decisions in line with company objectives

• Strong analytical skills and ability to interpret financial data

• Advanced proficiency in MS Office Suite, particularly Excel and PowerPoint

• Bachelor's degree in Finance, Business, or a related field is preferred or equivalent experience

If you have experience as a retirement plan administrator, call Rochelle Carrasco at 517.325.9054 for immediate consideration.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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