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Adminstration Manager information
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$88.9K - $98.6K
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6% of jobs
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4% of jobs
$127.8K - $137.5K
1% of jobs
$30.5K
$80.4K
$137.5K
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Retirement Plan Administration Manager & Consultant
Columbus, OH • On-site
Other
Re-posted 9 days ago
Job description
As the Retirement Plan Administration Manager & Consultant, you will serve as the primary relationship manager for a portfolio of retirement plan clients and responsible for delivering high-quality plan administration, compliance oversight, and consulting support. In this role, you will manage day-to-day administration for assigned plans, review compliance testing and government filings, interpret plan provisions, support year-end and audit processes, and collaborate with plan sponsors, advisors, auditors, and other service providers to ensure accurate and timely service.
WHAT YOU'LL DO
- Manage a portfolio of qualified retirement plan third-party administration client relationships as the primary point of contact
- Oversee all aspects of administration for an assigned block of retirement plans
- Consult with plan sponsors and advisors on plan-related matters and operational issues
- Interpret plan document provisions and recommend plan design or administrative improvements
- Collaborate with clients, advisors, auditors, and other service providers to resolve issues and support plan administration
- Review annual compliance testing, including coverage, nondiscrimination, and top-heavy testing
- Review employer contributions and reconcile trust accounts
- Review annual government filings, participant statements, and related regulatory reporting
- Review plan transactions, including loans, distributions, required minimum distributions (RMDs), and Qualified Domestic Relations Order (QDROs)
- Conduct census reconciliation by requesting missing information, clarifying discrepancies, and ensuring complete and accurate data
- Identify and resolve trust accounting discrepancies, including missing contributions, incorrect amounts, and misapplied payments
- Support year-end activities, including force-out packages and required minimum distributions for eligible participants
- Assist auditors and clients with data requests and audit support activities
- Participate in process improvement initiatives, team projects, and ongoing professional development
- Stay current on retirement plan regulations through continuing education and research
About Schneider Downs & Co.
Sourced by ZipRecruiter
Industry
Accounting services
Company size
501 - 1,000 Employees
Headquarters location
Pittsburgh, PA, US
Year founded
1956