Retirement Plan Compliance and Education Specialist

Greenkey Resources LLC; Bethesda (MD); On-site; USD 65,000 - 90,000; Full time

Job summary

Greenkey Resources LLC is seeking a Retirement Administrator to manage retirement program data, ensure plan accuracy, and support HR and finance with compliance and reporting. This role requires attention to detail and strong analytical skills to maintain data integrity across systems and processes.

You will coordinate participant education sessions, respond to inquiries, and support external retirement plan audits while upholding ERISA/IRS guidelines.

Qualifications

• Minimum of 3 years of experience in finance, accounting, or benefits administration.
• Bachelor's degree in finance, accounting, mathematics, or related field preferred.
• Proficiency in HRIS and payroll platforms, with experience in Workday or EC Payroll preferred.
• Strong analytical skills, including advanced proficiency in spreadsheet tools like Excel.
• Knowledge of 401(k) plan administration and ERISA/IRS regulatory guidelines preferred.
• Professional certifications such as CEBS, QKA, or SHRM-CP/SCP are advantageous.
• Exceptional attention to detail and ability to manage competing deadlines effectively.
• Demonstrated ability to handle sensitive information with discretion and integrity.

Responsibilities

• Prepare and format compliance testing data, ensuring accuracy and adherence to specifications.
• Audit annual calculations and reconcile payroll transactions with recordkeeper systems.
• Coordinate extensive reporting and responses for external retirement plan audits.
• Maintain retirement plan data quality and system configurations in HRIS platforms.
• Conduct in-person participant education sessions across various locations.
• Perform quantitative analysis and data reconciliation to ensure compliance and accuracy.
• Collaborate with cross-functional teams to address discrepancies and finalize contributions.
• Research and resolve participant inquiries, providing clear and timely communication.

Skills

Analytical skills

Attention to detail

Education

Bachelor's degree in finance, accounting, mathematics, or related field

Tools

Workday

EC Payroll

Job description

Greenkey Resources LLC is seeking a Retirement Administrator to manage retirement program data, ensure plan accuracy, and support HR and finance with compliance and reporting. This role requires attention to detail and strong analytical skills to maintain data integrity across systems and processes.

You will coordinate participant education sessions, respond to inquiries, and support external retirement plan audits while upholding ERISA/IRS guidelines.