Retirement Plan Specialist

LHH; Sacramento (CA); On-site; USD 80,000 - 110,000; Full time

Job summary

LHH is seeking a Retirement Plan Specialist to support multiple qualified retirement plans, ensuring regulatory compliance and accurate administration. The role reports through the Finance team and requires ownership in solving complex plan issues.

Ideal candidates have 5+ years in retirement plan administration, experience with 401(k), ESOP or pension plans, and strong Excel skills for data analysis and reconciliations.

Qualifications

• 5+ years of retirement plan administration experience.
• Experience with 401(k), ESOP, pension, or deferred compensation plans.
• Knowledge of ERISA regulations, compliance testing, and Form 5500s.
• Strong Excel skills (VLOOKUPs, IF formulas, reconciliations).
• Analytical mindset with finance/accounting experience preferred.

Responsibilities

• Administer and support 401(k), ESOP, pension, and deferred compensation plans.
• Serve as a key liaison with third-party administrators, auditors, and plan vendors.
• Assist with annual compliance testing, audits, and regulatory filings.
• Support Form 5500 preparation and related documentation.
• Review and interpret plan documents and retirement plan regulations.
• Validate payroll contributions and loan repayments.
• Reconcile employee and employer contributions.
• Perform ESOP-related financial reconciliations.
• Analyze retirement plan data and prepare reporting in Excel.

Skills

Retirement plan admin

Regulatory compliance

Excel

Data analysis

Finance/accounting

Job description

Are you a retirement plan professional who enjoys the details behind plan administration, compliance, reconciliations, and audits? We're partnering with a well-established organization seeking a Retirement Plan Specialist to support multiple qualified retirement plans and play a critical role in ensuring operational accuracy, regulatory compliance, and exceptional employee support.

This position reports through the Finance team and is ideal for someone who enjoys working with retirement plans, analyzing data, solving complex issues, and operating with a high level of ownership.

• Administer and support 401(k), ESOP, pension, and deferred compensation plans
• Serve as a key liaison with third-party administrators, auditors, and plan vendors
• Assist with annual compliance testing, audits, and regulatory filings
• Support Form 5500 preparation and related documentation
• Review and interpret plan documents and retirement plan regulations

Reconciliations & Analysis

• Validate payroll contributions and loan repayments
• Reconcile employee and employer contributions
• Perform ESOP-related financial reconciliations
• Analyze retirement plan data and prepare reporting in Excel

Qualifications

• 5+ years of retirement plan administration experience
• Experience with 401(k), ESOP, pension, or deferred compensation plans
• Knowledge of ERISA regulations, compliance testing, and Form 5500s
• Strong Excel skills (VLOOKUPs, IF formulas, reconciliations)
• Analytical mindset with finance/accounting experience preferred

Ideal Background

• ESOP Administrator
• Pension Administrator
• 401(k) Administrator
• TPA Specialist
• Retirement Operations Analyst

We're looking for someone who enjoys retirement plan administration, thrives in a collaborative environment, and is seeking a long-term career opportunity.

Equal Opportunity Employer/Veterans/Disabled

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers