Recordkeeping Administrator (Providence, Rhode Island or Remote)
About The Position
Recordkeeping Administrator (Providence, Rhode Island or Remote) At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us. As a Recordkeeping Administrator on the Retirement Services team, you’ll report to the Senior Director of Retirement Services. You will be responsible for the daily recordkeeping, reconciliation, and data management of qualified retirement plans using FIS Relius Administration software. We are looking for someone who is highly experienced in the small plan retirement recordkeeping market. If you are an individual with a strong background recordkeeping qualified plans such as 401k/Profit Sharing, New Comparability, Cross-tested and Cash Balance Pension Plans within a TPA environment, strong knowledge of plan operations and can manage multiple client relationships efficiently, this may be the opportunity for you!
Requirements
- Minimum 5 years of experience in Retirement Plan Recordkeeping/ 401(k) plan administration
- Proficiency with FIS Relius Administration (required)
- Working knowledge of ERISA, IRS, and DOL regulations governing qualified plans
- Strong Excel and data management skills
- Excellent organizational and communication skills
- Ability to manage multiple deadlines with attention to detail
Nice To Haves
- ASPPA or NIPA credentials (QKA, QKC, etc.) a plus but not required
Responsibilities
- Day-to day Retirement Plan recordkeeping administration
- Maintain and reconcile plan data using FIS Relius Administration software
- Process and review contribution files, participant transactions, loans and distributions
- Communicate directly with participants, plan sponsors, financial advisors, and payroll providers
- Ensure accuracy and timeliness in all plan transactions and reporting
- Collaborate with other administrators and team members to ensure high-quality service delivery
- Ability to interpret Plan documents, Compliance Testing Results, 5500’s
- Complete Plan Corrections
- Stay current on IRS, DOL, and ERISA regulations affecting qualified retirement plans
Benefits
- health, dental and other wellness plans, and 401(k) contributions
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
