Retirement Plan Coordinator

Arthur J. Gallagher•Lexington, KY

4d•Onsite

About The Position

At Gallagher Benefit Services, you re a trusted partner to organizations navigating some of their most important people decisions. We help clients build better workplaces, where people feel supported, empowered, and inspired to thrive. Whether it s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them. We re a community of bold explorers, trusted experts, and compassionate partners; working side by side to solve problems, and shape the future of work. Here, curiosity is encouraged, collaboration is second nature, and your ideas have room to grow. If you re looking for a place where your contribution matters and where you can help build a better world of work; think of Gallagher. Overview In this role, you ll learn the fundamentals of retirement plan compliance, operations, and client service while supporting a portfolio of employersponsored retirement plans (such as 401(k), 403(b), and profitsharing plans). You will work directly with plan sponsors to process annual requirements, resolve discrepancies in plan processes, and ensure adherence to current regulations.

Requirements

High School diploma/equivalent plus 1 year directly applicable experience.
Proficiency in Microsoft Office and basic math skills.
Exceptional organizational skills
Proficient in using technology as a tool to maximize productivity and quality.
Strong written and verbal communication skills.

Nice To Haves

Associate's degree, professional certification, or equivalent training and experience preferred.
Previous experience managing client relationships.

Responsibilities

Assist in the administration of qualified retirement plans under ERISA and IRS regulations
Prepare annual compliance testing, including ADP/ACP, coverage, and topheavy tests
Support the preparation of Form 5500 and related government filings
Reconcile plan contributions, participant data, and trust accounting reports
Communicate with clients, financial advisors, and recordkeepers to gather required information
Maintain accurate plan records and documentation
Help troubleshoot plan issues and support senior administrators with special projects
Participate in ongoing training to develop technical knowledge of retirement plan rules and industry best practices.

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