Retirement Plan Administration Manager & Consultant

As the Retirement Plan Administration Manager Consultant , you will serve as the primary relationship manager for a portfolio of retirement plan clients and responsible for delivering high-quality plan administration, compliance oversight, and consulting support. In this role, you will manage day-to-day administration for assigned plans, review compliance testing and government filings, interpret plan provisions, support year-end and audit processes, and collaborate with plan sponsors, advisors, auditors, and other service providers to ensure accurate and timely service. WHAT YOU’LL DO Manage a portfolio of qualified retirement plan third-party administration client relationships as the primary point of contact Oversee all aspects of administration for an assigned block of retirement plans Consult with plan sponsors and advisors on plan-related matters and operational issues Interpret plan document provisions and recommend plan design or administrative improvements Collaborate with clients, advisors, auditors, and other service providers to resolve issues and support plan administration Review annual compliance testing, including coverage, nondiscrimination, and top-heavy testing Review employer contributions and reconcile trust accounts Review annual government filings, participant statements, and related regulatory reporting Review plan transactions, including loans, distributions, required minimum distributions (RMDs), and Qualified Domestic Relations Order (QDROs) Conduct census reconciliation by requesting missing information, clarifying discrepancies, and ensuring complete and accurate data Identify and resolve trust accounting discrepancies, including missing contributions, incorrect amounts, and misapplied payments Support year-end activities, including force-out packages and required minimum distributions for eligible participants Assist auditors and clients with data requests and audit support activities Participate in process improvement initiatives, team projects, and ongoing professional development Stay current on retirement plan regulations through continuing education and research