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DC Plan Administrator
Rogers Wealth Group
(Fort Worth TX)
Overview: Rogers Wealth Group is looking for a skilled and reliable DC Plan Administrator to support the administration and compliance of employer-sponsored retirement plans. This role is ideal for candidates with a great attitude,
integrity, solid experience in defined contribution plan administration and a high level of attention to detail. If you’re tired of working remote and ready to be part of a work family, this position is for you.
What You'll
Do:
- Administer day-to-day operations for 401(k), 403(b), and profit-sharing plans
- Process employee transactions, including contributions, loans, distributions, and rollovers
- Perform annual compliance testing (e.g.,
ADP/ACP, top-heavy, 402(g), 415)
- Prepare and review IRS Form 5500 filings and related compliance documents
- Calculate employer matching and profit-sharing contributions
- Check vesting based on plan provisions
- Maintain accurate
participant and plan records
- Communicate with clients and participants to address questions and provide plan-related guidance
- Stay informed on industry regulations to ensure ongoing compliance with ERISA, IRS, and DOL
requirements
What We're Looking For:
- 2+ years of experience administering defined contribution retirement plans
- Strong understanding of ERISA, IRS, and DOL regulations
- QKA certification or
progress toward certification is a plus
- Proficiency in Microsoft Excel and related office applications
- Excellent problem-solving and organizational skills
- Strong written and verbal communication
skills
Compensation & Benefits:
- Competitive salary up to $100,000, based on experience, certifications, and education
- Company pays 100% of employee’s health, long-term disability, and basic life
insurance
- Voluntary dental/vision discount plan available
- 401(k) plan with enhanced safe harbor match 5%
- Annual performance-based bonus
- Paid holidays and paid time off
- Breakfast provided on Fridays
- Occasional
shopping bonuses
- Opportunities for ongoing training and professional growth
How to Apply
To apply, please email your resume to mchilds@rogerswealthgroup.com.
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