Lead Retirement Specialist

Abt Global; Rockville (MD); On-site; USD 84,000 - 120,000; Full time

Job summary

Abt Global Inc. seeks a Lead Retirement Specialist to oversee 401(k) and ESOP programs, ensure compliance, manage vendor partnerships, and support broader benefits administration.

This role collaborates with payroll, HRIS, and HR teams to maintain data integrity and deliver a positive employee experience. You will provide strategic oversight of governance and risk, prepare materials for leadership and governance committees, and lead day-to-day plan administration including eligibility,

Qualifications

• Bachelor’s degree in HR, business, finance, or related field, or equivalent experience.
• 9+ years of ESOP and 401(k) administration experience.
• Experience with distributions of qualified retirement programs.
• Strong knowledge of ERISA, IRS, and DOL regulations for qualified plans.
• Experience with retirement plan audits, compliance testing, governance, and reporting.
• Strong analytical and problem-solving skills including payroll reconciliation and data auditing.
• Ability to communicate retirement plan information to employees and leadership.

Responsibilities

• Administers 401(k) eligibility, enrollment, contributions, and employer matching.
• Oversees ESOP governance and compliance with senior leaders and counsel.
• Develops board-facing materials on Abt Global compliance.
• Coordinates with plan recordkeepers and HRIS vendors to resolve issues.
• Audits retirement data for accuracy and reconciles discrepancies.
• Maintains retirement plan docs and employee resources.
• Supports day-to-day benefits programs and HRIS integrations with Oracle HCM.

Skills

ERISA knowledge

Regulatory compliance

Data analysis

Payroll reconciliation

Communication to leadership

Governance / committee facilitation

Audits and testing

Education

Bachelor's degree in HR, business, finance, or related field

Tools

Microsoft Excel

Job description

Job Description

The Opportunity

The Lead Retirement Specialist serves as the subject matter expert for the administration, compliance, and governance of the organization's retirement programs, including 401(k) and Employee Stock Ownership Plan (ESOP) offerings. This role is responsible for overseeing plan operations, ensuring regulatory compliance, managing vendor partnerships, conducting audits and reconciliations, and resolving complex participant issues. The position also supports broader benefits administration, maintains retirement plan documentation and employee education resources, prepares reporting and materials for leadership and governance committees, and ensures the integrity of retirement and benefits data through collaboration with payroll, vendors, and HRIS teams. As part of the Total Rewards team, the Lead Retirement Specialist plays a critical role in delivering a positive employee experience through the effective management and compliant administration of retirement and benefits programs.

Core Responsibilities

• Administers 401K retirement eligibility, enrollment, contributions, employer matching, beneficiary elections, distributions, and general plan provisions.
• Represent the ESOP function with senior leaders and external counsel, providing strategic oversight of compliance, governance, and risk, as well as advising leadership on emerging issues and potential business impact.
• Develops various materials for presenting to subcommittee of the board of directors the status of Abt Global compliance
• Coordinate with retirement plan recordkeepers and third-party administrators to research and resolve employee issues.
• Audit and review retirement eligibility, enrollment, and contribution data for accuracy.
• Assist with payroll and retirement contribution reconciliations and research discrepancies.
• Maintain retirement plan documentation, administrative procedures, and employee resources.
• Independently support the administration of day-to-day employee benefit programs such as medical, dental, vision, life insurance, disability, flexible spending, health savings.
• Supports HRIS integrations for accurate benefits and retirement information within the Oracle HCM and applicable benefit vendor systems.

What We Value

• Bachelor’s degree in Human Resources , Business Administration, Finance, or a related field, or equivalent experience.
• 9+ years of experience in ESOP and 401K administrations, communications, and facilitating company committee meetings.
• Experience in managing distributions of qualified retirement programs in conjunction with plan administrators.
• Strong knowledge of ERISA, IRS, and Department of Labor regulations affecting qualified retirement plans.
• Experience with retirement plan audits, compliance testing, governance, and regulatory reporting.
• Strong analytical and problem-solving skills, including payroll reconciliation, data auditing, and discrepancy resolution.
• Ability to effectively communicate retirement plan information to employees, leadership, and governance committees.
• Advanced proficiency in Microsoft Excel and retirement-related reporting and analysis.

What We Offer

We foster an environment where you can Thrive Your Way. Our innovative total rewards programs are designed to help balance your work and personal life. The approach toward your wellbeing centers around comprehensive benefits, flexible schedules, and professional development.

Abt Global Inc. is an Equal Opportunity employer committed to fostering an inclusive work environment. Abt provides market-competitive salaries and comprehensive employee benefits.

This position offers an anticipated annual base salary range of approximately $84,000 to $120,000 and may vary downwards by ten percent depending on candidate geographic location. Salary offers are made based on internal equity and market analysis.

Disclaimer: Abt will never ask candidates for money in exchange for an offer of employment.