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Retirement Plan Administrator

Group RHI

in Telecommute / Spring TX / Dallas TX / University Place WA

Group RHI

About us:

The Companies of Group RHI are premier providers of customizable, unbundled solutions across the full spectrum of retirement plan design, implementation, administration and actuarial services.

Purpose of Position

  • The Retirement Plan Administrator (RPA) will be responsible for the day-to-day management of an assigned caseload of client accounts.

Primary Duties and Responsibilities

  • Collection and review of annual census data and employer questionnaire
  • Census imports and data checks
  • Determining plan eligibility
  • Determining Highly Compensated Employee (HCE) and Key Employee status
  • Trust accounting/financial reporting
  • Custodian downloads, uploads and imports
  • Contribution reconciliations
  • Facilitate vesting updates with custodian
  • Loan and Distribution support
  • Plan payroll processing, as needed
  • Preparation of custodian correction/update forms, as needed
  • Single point of contact and “ownership” for assigned clients
  • Provide support to Senior Retirement Plan Administrators and assist in training of Associate Retirement Plan Administrators
  • Provide support to financial advisors and referral sources
  • Ability to accurately interpret and apply plan document provisions
  • Ensure compliance with DOL and IRS requirements
  • Annual compliance testing for assigned clients (402(g), 415(c), 410(b), ADP/ACP, Plan Limits, Top Heavy, etc.)
  • Preparation and filing of Form 5500 and related schedules
  • Prepare projected and actual employer plan contribution calculations using all types of allocation methods
  • Assist clients with locating missing participants and securing ERISA bonding
  • Required Minimum Distribution (RMD) determination and processing
  • Ensure proper coordination and delivery of annual required notices
  • Represent the company on client calls and in client meetings, as needed
  • Have a working knowledge of custodian websites and processes
  • Review of Associate Retirement Plan Administrator work for assigned clients
  • Support the retirement plan implementation, conversion, de-conversion and termination processes
  • Oversee plan assignments of a minimum of 40 to maximum of 110
  • Perform other duties as assigned

Competencies Required

  • Proficiency with Microsoft Office applications
  • Demonstrated excellence in written and verbal communication
  • Must be detailed and possess strong organizational skills
  • Time management focused adhering to deadlines and timelines
  • Proficient with numbers and basic calculations
  • Solutions oriented
  • Ability to work independently and as part of a team in a fast paced environment
  • A demonstrated track-record of consistently meeting and/or exceeding performance expectations
  • Understand Form 5500 long form and requirements for audit support
  • Understand requirements for QDRO support
  • Understand new comparability concepts and general testing
  • Understand basics of control and affiliated service groups
  • Understand MEPs, non-qualified plans, DB and CB plan concepts
  • Experienced with ASC software

Education and Qualifications

  • Minimum 2 years of  experience in a financial services operations environment
  • Broad knowledge of the retirement plan industry, willingness to obtain one or more ASPPA QKA designation or NIPA equivalent
  • Bachelor’s Degree in Accounting, Finance or related field: equivalent experience may be considered in lieu of degree

How to Apply

For consideration, please submit resume to Matt Knorr, Director, Defined Contribution Operations at matt.knorr@grouprhi.com.


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