Retirement Plan Administrator

Gallagher•Harrisburg, PA

13d

About The Position

The Retirement Plan Administrator at Pa Pension Planners is responsible for managing and administering corporate 401(k) plans to ensure compliance and operational efficiency. This role requires a strong understanding of retirement plan regulations, attention to detail, and the ability to maintain accurate and complete records. Must have excellent communication, time management, and analytical skills to effectively support clients and collaborate with internal teams.

Requirements

Minimum of 3–5 years of experience in retirement plan administration, with a focus on 401(k) plans.
Proficient in Microsoft Office Suite, especially Excel, for data analysis and compliance reporting.
Experience using Relius administration software to manage plan operations and documentation.
Strong communication skills, both written and verbal, with the ability to explain complex concepts clearly.

Nice To Haves

Industry certification such as ASPPA preferred, along with some experience supervising or mentoring others.

Responsibilities

Consult with clients on initial plan design to ensure alignment with company goals and regulatory requirements.
Prepare and maintain plan documents, including Summary Plan Descriptions for participants and beneficiaries.
Monitor ongoing compliance with plan rules and federal regulations, including ERISA and IRS guidelines.
Approve and process plan transactions, such as loans, distributions, and rollovers.
Conduct annual discrimination testing (e.g., ADP/ACP, top-heavy) and support audit preparation.
File required compliance documents, including Form 5500, Safe Harbor notices, and Form 1099-R.
Coordinate with recordkeepers and custodians to ensure accurate and timely plan operations.
Respond to client inquiries regarding plan features, compliance, and participant transactions.
Track and reconcile plan contributions and ensure timely remittance and reporting.
Assist with plan amendments and terminations, ensuring proper documentation and compliance.
Support client onboarding and training for new plan sponsors or changes in plan design.

Benefits

Medical/dental/vision plans, which start from day one!
Life and accident insurance
401(K) and Roth options
Tax-advantaged accounts (HSA, FSA)
Educational expense reimbursement
Paid parental leave
Digital mental health services (Talkspace)
Flexible work hours (availability varies by office and job function)
Training programs
Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
Charitable matching gift program