Retirement Plan Administration Manager

Schneider Downs • Pittsburgh, PA

3d

About The Position

As the Retirement Plan Administration Manager, 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.

Requirements

• Bachelor’s degree in Accounting, Economics, Finance, Mathematics, Statistics, or a related field
• Minimum of five years of direct qualified plan administration experience, including compliance testing
• ESOP (Employee Stock Ownership Plan) / KSOP knowledge
• Advanced Excel proficiency and the ability to learn new systems quickly
• Strong analytical, problem-solving, and organizational skills, with an aptitude for math and accounting
• Excellent communication, time management, and client service skills
• Ability to manage multiple priorities independently and meet deadlines
• Self-motivated, detail-oriented, and able to work independently in a fast-paced environment
• Commitment to professional development and continuous learning

Nice To Haves

• QKA designation, or willingness to obtain

Responsibilities

• 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

Benefits

• Competitive compensation
• Insurance, including health, dental, and vision, that begin on day one
• 20+ days of paid time off and 13 paid holidays
• Parental leave, family care leave, and volunteer time
• 401(k) plans and profit sharing

What This Job Offers

• Job Type: Full-time
• Career Level: Manager