Retirement Plan Administration & Compliance Specialist

Intuit, Inc.; Stockton (CA); On-site; USD 75,000 - 105,000; Full time

Job summary

FinDec seeks a Retirement Plan Administrator to deliver compliant plan administration for 401(k), Profit Sharing, Defined Benefit, and 403(b) plans. You will work with Operations, Compliance, and Relationship teams to ensure accurate data, timely filings, and smooth workflow across ASC, DGEMS, Salesforce, SRT, and PenChecks.

The role emphasizes client guidance on regulatory requirements, precise reporting, and ongoing process improvement within a collaborative environment.

Qualifications

• College degree in Accounting, Finance, Mathematics, or related field.
• Strong analytical, organizational, and problem-solving skills.
• Proficiency in Excel and Microsoft Office tools.
• Excellent customer service, written and verbal communication skills.
• Experience with retirement plan administration systems and workflow tools.
• Experience working in a collaborative, process-driven environment.
• Willingness to further education by earning designations through ASPPA

Responsibilities

• Administer qualified retirement plans in accordance with plan documents, ERISA regulations, and IRS/DOL requirements.
• Perform eligibility tracking, contribution calculations, payroll reconciliation, mandatory distributions and trust asset balancing.
• Conduct compliance testing and ensure timely preparation of required filings (e.g., Form 5500 and related schedules).
• Serve as a knowledgeable resource to plan sponsors and advisors, providing guidance on plan operations and regulatory requirements.
• Communicate clearly and proactively with clients regarding deadlines, data needs, and compliance obligations.
• Partner with internal and external teams (Operations, Compliance, Relationship Managers, Congruent, EGPS, etc) to maintain data integrity and workflow efficiency.
• Ensure accurate plan data and workflow progression across FinDec platforms, including ASC, DGEM/DGEMS, Salesforce, SRT, and PenChecks.
• Maintain timely system updates and adapt to new platforms, software, and automation tools to support efficiency, scalability, and cross-team visibility.

Skills

Analytical thinking

Organizational skills

Problem solving

Excel proficiency

Customer service

Team collaboration

ASPPA designation willingness

Education

Accounting/Finance/Math degree

Tools

Excel

Microsoft Office

Job description

FinDec seeks a Retirement Plan Administrator to deliver compliant plan administration for 401(k), Profit Sharing, Defined Benefit, and 403(b) plans. You will work with Operations, Compliance, and Relationship teams to ensure accurate data, timely filings, and smooth workflow across ASC, DGEMS, Salesforce, SRT, and PenChecks.

The role emphasizes client guidance on regulatory requirements, precise reporting, and ongoing process improvement within a collaborative environment.