Retirement Manager

Retirement Plan Director

We are seeking a highly skilled and experienced Retirement Plan Director for our client a Benefits Plans Administrator to oversee the administration, regulatory compliance, and financial performance of our Pooled Employer Plan (PEP). The ideal candidate will be responsible for ensuring the plan complies with all federal and state regulations, managing fiduciary and operational risks, promoting the PEP to participating employers, and overseeing financial analysis and reporting.

This position requires strong expertise in retirement plan administration, ERISA compliance, risk management, and the ability to build and manage relationships with participating employers.

Essential Functions and Responsibilities:

• Ensure the PEP complies with all federal and state regulations, including ERISA, the SECURE Act, and IRS guidelines.
• Oversee the...

Responsibilities:

• Manage the day-to-day administration and operation of the retirement plans, including contribution/funding reconciliation, distributions, QDRO processing, benefit file coordination and maintenance; analyze, address and implement retirement plan design changes;
• Manage the relationships between firm, participants, consultants, trustee and vendors, as applicable, regarding the retirement plans, plan systems and service valuation; oversee and approve payments for participants as part of retirement process and/or termination process;
• Responsible for providing financial metrics and cost analysis of the retirement plans; collect, verify and provide retirement data to the actuary as needed for computation of benefits, funding requirements, valuations and applicable internal audits; collaborate with accounting and financial reporting to ensure appropriate measurement and reporting of plan assets, liabilities, and funding levels;
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Responsibilities:

• Manage the day-to-day administration and operation of the retirement plans, including contribution/funding reconciliation, distributions, QDRO processing, benefit file coordination and maintenance; analyze, address and implement retirement plan design changes;
• Manage the relationships between firm, participants, consultants, trustee and vendors, as applicable, regarding the retirement plans, plan systems and service valuation; oversee and approve payments for participants as part of retirement process and/or termination process;
• Responsible for providing financial metrics and cost analysis of the retirement plans; collect, verify and provide retirement data to the actuary as needed for computation of benefits, funding requirements, valuations and applicable internal audits; collaborate with accounting and financial reporting to ensure appropriate measurement and reporting of plan assets, liabilities, and funding levels;
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