BenefitsLink logo
EmployeeBenefitsJobs logo
Search by state:
Search by zip code:
Search by job function:
Free Daily News and Jobs

“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
Featured Jobs

Retirement Plan Consultant (Portland OR / Telecommute)

Retirement Plan Administrator (Fort Worth TX)
Retirement Plan Administrator (Colorado Springs CO / Telecommute)

Senior Defined Contribution Account Manager (Houston TX / Dallas TX / Austin TX / Scottsdale AZ / Telecommute)
Senior Retirement Plan Administrator (Philadelphia PA / Telecommute)

Plan Administrator (Lake Mary FL / Richmond VA / Dallas TX / Los Angeles CA)
Get the BenefitsLink appLinkedIn

Retirement Plan Specialist


in Oklahoma City OK


Full-time Retirement Plan Recordkeeping Position.

Process retirement plan daily checklist which includes but is not limited to: 

  • Update mutual fund pricing, upload/download files, reconciliation between trading platform, trust system and Relius recordkeeping system.
  • Handle transactions including but not limited to contributions, loans, loan payments, distributions, transfers and dividends.
  • Process month-end and quarter-end checklists.
  • Assist with tax form balancing and mailing, year-end plan updating and required regulation testing, and government filing entry according to IRS and plan guidelines. 
  • Assist with special projects as needed.


  • Working knowledge of retirement plans
  • Knowledge of Microsoft Office, Outlook, Excel and Word
  • Knowledge of Relius Retirement Platform
  • Efficient and accurate keyboard skills
  • Excellent communications skills
  • Good math and analytical skills
  • Business writing experience
  • Strong interpersonal skills
  • Team player
  • Professional appearance and attitude


  • Minimum of 3 years business or customer service (5 years preferred)


  • High school diploma or equivalent required

BENEFITS include:

  • Medical, dental, and vision insurance
  • Healthcare spending accounts
  • Retirement benefits
  • Education assistance
  • Paid time off

How to Apply

Submit resume to

This ad has been viewed 769 times. It expires on 8/4/2019.

Renew this job Edit this job Remail this job Delete this job Feature This Job

About Us


Privacy Policy

Post a Job

Advertise in the BenefitsLink Newsletters

Add Your Company to the Directory of Vendors and Software

Recommend a News Item, Press Release, Webcast or Conference

Contact Us

Payment Portal

© 2019, Inc.