A Retirement Plan Administrator is a designated individual who is in charge of managing the retirement funds. The professional acts as the coordinator and is responsible for managing the retirement/pension accounts of employees within the organization. Account responsibilities are listed on the Retirement Plan Administrator Resume as – collecting funds, distributing funds to the investor, educating employees on the existence of the pension and retirement plans, providing interested employees with additional resources and answering plans, enrolling employees in the plan, coordinating payments to employees, coordinating payments to spouses, and understanding the goals of the planning committee.
The nature of the job demands the following skills – familiarity with common retirement plans, knowledgeable resources and the ability to foster relationships with insurance providers/ trust providers; and a good understanding of the legalities and regulations involving work. Typical example resumes in the field display a qualification in human resources or finance.
Headline : Retirement Plan Administrator professional with strong analytical perspective and broad industry experience encompassing the evaluation and selection of plan providers, investment services, plan administration, recordkeeping, regulatory compliance, and plan document design. Provider evaluation, regulatory compliance, plan document services, plan administration, contract review, financial planning.
Skills : Microsoft Office, Data Entry, Typing, Inventory Management, Documentation, Filing, Kronos, Management, Scheduling, Communications, Team Building.
Description :
Administration of defined contribution 401(k) plans, deferred compensation plan, executive benefits recognition, and service award programs.
Able to manage and track multiple plans with efficiency.
Effectively evaluated processes to ensure changing needs are met.
Processed and administrated bi-weekly deferral and 401(k) loan files.
Audited employee and employer 401(k) and NQDC contributions and applicable earnings Managed all 401(k) and NQDC employee communications including required regulatory notices.
Managed 401(k) compliance including non-discrimination testing and government filings Analyze service data provided by record-keepers and monitor compliance Coordinate required non -discrimination testing, government filings, reports, and audits Recommend and implement program changes to comply with new regulatory requirements.
Monitored internal and vendor controls to ensure data integrity.
Experience
5-7 Years
Level
Executive
Education
BA
Retirement Plan Administrator Resume
Headline : A responsible and challenging Retirement Plan Administrator position in the financial services industry that utilizes my skills and experience with potential for advancement.
Skills : Microsoft Excel, Quickbooks, Matlab, Python.
Description :
Carefully managed a caseload of qualified retirement plans (401k, Profit Sharing, Safe Harbor, Cash Balance, Defined Benefit); their investments (John Hancock, Transamerica, Charles Schwab, Etrade), their distributions (termination, retirement, qualified domestic relations order (QDRO) and the pension plan's funding in accordance with the Pension Benefits Act (PBA).
Diligently generated the plan document (plan, trust, and amendments) based on the clients' best interest plan design using software's Williams or Relius.
Maintained the plan's active and inactive participants (employees and terminated employees) personal and confidential information up to date in Pension Reporter.
Presented day knowledge of California state and federal laws regulations and provisions knowledge.
Generated logs in Excel format to document and keep track of the retirement plans sensitive filing deadlines (data requests, IRS filings, DOL filings, FDL filings, EDD filings, 1099R, and 1096 filings, contributions, distributions, etc.).
Generated the plan's annual valuation by entering the prior year's participant earnings and deductions under the IRS 415 limits using DATIR WIN.
Responsible for all the required retirement plan's annual form filing such as: (Form 5500, Form 5500EZ, Form 5558, SSA8955, Form 1099R, 1096, etc.) in a timely manner to avoid hefty penalties.
Experience
5-7 Years
Level
Executive
Education
High School Diploma
Retirement Plan Administrator Resume
Summary : Accomplished manager of corporate benefit and HR programs for small, medium and large for- profit organizations in the technology, manufacturing and utility industries. Experienced executive director for non-profit organization in the health data exchange field. Successful coordination of operational activities resulting in grant compliance, project management, staffing and vendor management.
Skills : Financial Analysis, Excel, Clerical.
Description :
Prepared and filed governmental reporting forms such as 1099-R, 5500, 5500SF, and 5558 for retirement plans.
Independently processed 401K distributions and rollovers including deposits of employees' deferrals.
Prepared and managed clients' loan documents and handled repayments.
Analyzed employer contributions such as employer match, profit sharing, Safe Harbor, as well as employer contributions for Cross-Tested plans.
Provided customer service to clients and participants with questions, forwarded concerns, and assisted with corrective action to resolve complaints.
Assisted clients with electronic filing and retirement plan audits.
Processed year-end refunds and performed annual compliance testing.
Experience
10+ Years
Level
Senior
Education
B.A.
Retirement Plan Administrator Resume
Summary : More than 10 years of successful experience in customer service and support with recognized strengths in problem-solving and troubleshooting, and planning/implementing proactive procedures and systems to avoid problems in the first place. Pisses solid computer skills and understands medical terminology.
Skills : Microsoft Office, Retirement Plan Education, Webex, Series 65.
Description :
Handled incoming calls for Stanford, CHP, PWC, Merck, and Gannet employees regarding their health and welfare benefits through their employer using the AIS system.
Handled incoming calls from employees regarding their Retirement Benefits, Flexible Spending Accounts, and Pension Benefits initiated death cases.
Assisted to plan and conduct new hire and retirement orientation.
Initiated as a point of contact for employees and retirees worldwide of assigned client roster transitioning from termination/retirement and addresses pension topics for qualified and nonqualified plans including review of calculation methods, accrued benefits for employees, beneficiaries, and alternate payees based on QDRO segregationist.
Engaged callers with a firm knowledge of pension package, documentation, workflow verification, and processing to ensure a smooth transition into retirement.
Collaborated with Human Resources, Payroll, and Financial Departments to ensure timely payment of retirees.
Transitioned from Benefits Specialist to Beneficiary Support Team to Retirement Case Administrator.
Experience
10+ Years
Level
Senior
Education
Associates In Business
Retirement Plan Administrator Resume
Summary : As a Retirement Plan Administrator, responsible for Interfacing with management and internal support groups in order to research issues and coordinate responses to plan sponsors, conducting trend analysis of issues, response times, and other valuable statistics.
Administered and performed valuations for a caseload of 135 defined contribution plans.
Calculated and assisted in the processing of plans' loans, hardships, and other distributions.
Performed contribution processing and plan amendments.
Served as plan primary contact for my clients.
Provided administrative support to the actuary who administers our defined benefit plans.
Consulted and trained the marketing department in retirement plan knowledge and plan design.
Attended new client sales call with the sales department, resulting in new clientele.
Experience
10+ Years
Level
Senior
Education
Bachelor Of Science
Retirement Plan Administrator Resume
Objective : Experienced Benefits Retirement Plan Administrator with 10 years of progressive experience centered on appropriate benefit plan selection and administration, employee education, and investment plan solutions. As an experienced professional in the benefits field, I am able to take complex concepts or processes and communicate them to all employees.
Skills : Proficient In Microsoft Office Suite, ADP, HRP, Ceridian 500.
Description :
Processed contributions, loans, and distributions; performed other procedural and organizational tasks.
Determined eligibility and assisted in discrimination testing; monitored IRS limits.
Implemented changes in administrative procedures for compliance with Federal regulations.
Prepared materials for and conducted new employee orientation; provided technical guidance and support to all personnel.
Ensured accurate pre-tax and matching contributions, distributions, and loan processing.
Designed and executed employee education program.
Managed conversion of 401K to the new investment provider.
Experience
2-5 Years
Level
Executive
Education
B.S. In Sociology
Retirement Plan Administrator Resume
Objective : To obtain a challenging position where professional growth for a long-term position. A self-starter with the ability to multitask, prioritize and work well under pressure. Outstanding communication skills. More than fifteen years of experience in accounts payable along with additional accounting functions and diversified workplaces.
Skills : Accounts Payable, Accounting Functions, Auditing, Spreadsheets, Month-end Reports, Reconciling Credit Card And Bank Statements. Purchase Orders, Pricing Quotes, Order Tracking, Travel Arrangements, General Office Duties.
Description :
Enrolled in a client retirement plan.
Processed client requests to update participant investment elections and census information, loan repayments, terminations, distributions, and weekly contributions.
Researched and adjusted incorrect participant contributions per client request both in the current and previous plan year.
Manual adjustment of shares traded or redeemed per correction of deposit file.
Selected by management to participate in the restructuring of department work setting and procedures using a new computer system.
Lead person in charge of archiving client files.
Performed Nondiscrimination Testing (ADP/ACP), Top Heavy Testing, Annual Additions Testing 415(c), 402(g) Testing, Coverage Testing 410(b), Plan Limit Testing, and Projection Testing for 401(k), 403(b), Profit Sharing and Money Purchase plans for clients' compliance with the Department of Labor and the Internal Revenue Service.
Experience
2-5 Years
Level
Executive
Education
Associate In Accounting
Retirement Plan Administrator Resume
Objective : As a Retirement Plan Administrator, responsible for Assisting in the collection, review, and preparation of client information used for compliance testing and filings, Communicating with Compliance Testing and Reporting specialists regarding testing and 5500 results or issues, and is responsible for the final review of each plan sponsors compliance package.
Maintained client relationship in a proactive manner.
Assisted clients with keeping their plan(s) compliant with ERISA.
Prepared draft annual filings; i.e. Forms 5500 and any necessary 5330 filings Assisted clients in meeting necessary IRS and DOL deadlines.
Reviewed participant loans for completeness and compliance with plan document.
Understood other plan issues such as minimum required distributions, hardship distributions, QDROs, joint and survivor requirements, compensation, benefits and contribution limits and social security integration.
Maintained client relationship in a proactive manner.
Evaluated contract requests received from business stakeholders for completeness and propriety.
Experience
2-5 Years
Level
Executive
Education
AAS In Paralegal Studies
Retirement Plan Administrator Resume
Objective : Retirement Plan Administrator experience Excellent interpersonal and communication skills Self-motivated, demonstrating attention to detail Goal-oriented leader able to negotiate and implement workable solutions to diverse situations CPR and First Aid Certified Well rounded professional with excellent time management skills.
Skills : Planning Skills, Administrative Skills.
Description :
Prepared draft annual filings.
Participated in various team projects that result in the department's implementation of new workflow systems to better serve clients.
Extensively experienced in the interpretation of plan documents, both prototype and individually designed.
Received several excellent customer service awards.
Reconciled and maintained scanned documents to prep for paperless filing.
Functioned in a high volume, time-sensitive and confidential environment.
Experienced in MS Office, Learning Management Systems, internet/web-based systems, databases, reporting/analytics, and other eLearning development tools required.
Experience
2-5 Years
Level
Executive
Education
AAS In Paralegal Studies
Retirement Plan Administrator Resume
Summary : As a Retirement Plan Administrator, responsible for Promoting customer satisfaction through proactive and effective service delivery, and ensuring a prompt and effective response to all plan sponsor inquiries.
Skills : Excellent Customer Service, Good at Problem Solving.
Description :
Served as primary contact for 401(k) and NQDCP vendors.
Interfaced with Finance, Accounting, Legal, Tax, and Payroll on key program initiatives and issues.
Prepared, reviewed, and interpreted physician professional service contracts, renewals or amendments, ensuring inclusion or limitation of language required by the University, and appropriate clauses related to liability, conflicts of interest, intellectual property, non-competition, etc.
Entered standard contract language into each contract and ensure all required information is loaded into the contract management system.
Maintained communication regarding contract status with University of Colorado School of Medicine personnel (SOM).
Identified non-standard contracts that must be sent to additional departments for review or processing and coordinated hand-offs to/from these departments.
Reviewed inquiries received from business stakeholders to determine the need for a contract, and/or communicate information/documentation needs for contract preparation to SOM or other business stakeholders.
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