Retirement Plan Administrator

Addison Group; Oklahoma City (OK); On-site; USD 31,684 - 34,440; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401(k)

Job summary

Addison Group is partnering with a growing retirement services firm in Oklahoma City to recruit a Retirement Plan Administrator. The role focuses on analytical administrative work, data review, and ensuring compliance-driven processes within a collaborative office setting.

The position offers hourly pay of $23.00–$25.00, DOE, with benefits including medical, dental, vision, and a 401(k), and opportunities for professional development in a growing industry.

Qualifications

• 3+ years of retirement plan administration experience preferred.
• Experience in data analysis, data imports, reconciliations, or transaction balancing.
• Ability to interpret detailed procedures, policies, and regulatory requirements.
• Strong analytical and problem-solving skills.
• Advanced attention to detail and organizational abilities.
• Proficiency with Microsoft Excel and other business software applications.
• Excellent written and verbal communication skills.
• Ability to manage multiple priorities in a deadline-driven environment.

Responsibilities

• Facilitate onboarding and implementation of new retirement plans.
• Review, validate, and import participant and plan data into internal systems.
• Reconcile transactions and identify discrepancies to ensure data accuracy.
• Prepare and maintain plan documentation, agreements, and supporting records.
• Partner with internal teams to transition prospective clients into active plans.
• Communicate directly with employers regarding plan setup, requirements, and ongoing updates.
• Research and resolve issues that require analysis and independent judgment.
• Apply regulatory guidelines and internal procedures to administrative processes.
• Monitor records for completeness, accuracy, and compliance standards.
• Provide education and guidance regarding available retirement plan solutions.

Skills

Retirement plan administration

Data analysis

Excel

Attention to detail

Organizational skills

Regulatory compliance

Problem solving

Communication

Tools

Microsoft Excel

Job description

Job Title: Retirement Plan Administrator

Location: Oklahoma City, OK

Industry: Financial Services

Pay: $23.00-$25.00/hour DOE

Benefits: This position is eligible for medical, dental, vision, and 401(k).

About Our Client

Addison Group is partnering with our client, a growing organization in the retirement services industry, to identify a detail-oriented professional for a Retirement Plan Administrator position. This role is ideal for candidates who enjoy analytical administrative work, reviewing complex data, and ensuring accuracy in compliance-driven processes.

Job Description

The Retirement Plan Administrator will support the setup and ongoing administration of retirement plans while serving as a key point of contact for employers throughout the onboarding process. This position requires strong critical-thinking skills, exceptional attention to detail, and the ability to interpret guidelines and regulations while managing a variety of administrative functions.

Key Responsibilities

• Facilitate the onboarding and implementation of new retirement plans
• Review, validate, and import participant and plan-related data into internal systems
• Reconcile transactions and identify discrepancies to ensure data accuracy
• Prepare and maintain plan documentation, agreements, and supporting records
• Partner with internal teams to transition prospective clients into active plans
• Communicate directly with employers regarding plan setup, requirements, and ongoing updates
• Research and resolve issues that require analysis and independent judgment
• Apply regulatory guidelines and internal procedures to administrative processes
• Monitor records for completeness, accuracy, and compliance standards
• Provide education and guidance regarding available retirement plan solutions

Qualifications

• 3+ years of retirement plan administration experience preferred
• Candidates with strong experience in data analysis, data imports, reconciliations, or transaction balancing will also be considered
• Ability to interpret detailed procedures, policies, and regulatory requirements
• Strong analytical and problem-solving skills
• Advanced attention to detail and organizational abilities
• Proficiency with Microsoft Excel and other business software applications
• Excellent written and verbal communication skills
• Ability to manage multiple priorities in a deadline-driven environment

Additional Details

• Higher-level administrative role requiring independent decision-making
• Blend of analytical, operational, and client-facing responsibilities
• Opportunity to work closely with employers and internal stakeholders
• Professional office environment with growth potential

Perks

• Stable and growing industry
• Professional development opportunities
• Collaborative and supportive team environment

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Addison Group complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. Reasonable accommodation is available for qualified individuals with disabilities, upon request.