Retirement Plans & Benefits Specialist

Lockton; America City (KS); Hybrid; USD 33,000 - 36,000; Full time

Benefits offered by this job

Paid training

Equipment provided

Medical coverage

Wellness program

Employer-paid benefits

401(k) match

Pet insurance

Vacation accrual

Holidays

Volunteer days

Referral bonus

Job summary

BCInsourcing, a Lockton Company, is hiring for a retirement benefits administrator in a hybrid role (onsite in Kansas City area with remote days). You will liaise with HR, employees, and plan carriers; respond to benefits inquiries; process retirement data, enrollments, and payroll deductions; and support compliance and audits.

This position emphasizes accuracy, data integrity, and cross-team coordination. The company offers comprehensive benefits, ongoing training, and a robust Total Rewards

Qualifications

• 1-3 years professional experience in defined contribution plans administration; mathematical and reconciliation skills
• Working knowledge of ERISA laws and state and federal retirement benefits-related regulations and requirements
• Proven experience operating in Microsoft Office Suite
• Professional experience demonstrating self-driven analysis and problem-solving creating solutions-based outcomes
• Proven ability to organize time and resources operating with accuracy and attention to details

Responsibilities

• Serves as a liaison between the client’s Human Resources department, employees, and plan carriers.
• Provides support in researching and responding to inquiries from current and former employees regarding retirement benefits.
• Helps monitor and respond to service requests through carrier website; processes retirement mail.
• Coordinates with internal partners and vendors to help resolve retirement data or administration issues.
• Helps maintain the integrity of employee retirement data across internal systems and third-party vendor or administrator platforms.
• Reviews daily demographic files and weekly feedback files to identify and address data issues; supports the research and correction of data-related errors.
• Reviews employee enrollment in retirement plans and escalates discrepancies to support compliance with plan documents, regulations and policies.
• Reconciles retirement plan funding activity, prepares wire transfers and check requests for third-party plan expenses, and funds employee and employer contributions into applicable retirement plans, including 401(k), deferred compensation, and pension plans.
• Reconciles retirement-related deductions in the payroll system to ensure accuracy and enter approved adjustments, as appropriate.
• Provides support in gathering and compiling data for regulatory compliance activities, including annual audits, Form 5500 preparation and filing, and compliance testing.
• Maintains awareness of applicable retirement plan laws, regulations, and compliance updates to support administration activities.
• Supports the annual enrollment process for non-qualified plans.
• Supports the coordination, development, and delivery of employee communications, including meetings, webinars, mailings, and related materials.
• Performs periodic retirement data audits, identify recurring issues, and recommend data-validation and process improvements.
• Helps create and maintain retirement procedure documentation for assigned duties; maintain confidentiality of information.
• Performs other duties as requested.

Skills

Analytical thinking

Attention to detail

Time management

Education

High School Diploma/GED

CEBS or RPA certification

Tools

Microsoft Office

Job description

BCInsourcing, a Lockton Company, is hiring for a retirement benefits administrator in a hybrid role (onsite in Kansas City area with remote days). You will liaise with HR, employees, and plan carriers; respond to benefits inquiries; process retirement data, enrollments, and payroll deductions; and support compliance and audits.

This position emphasizes accuracy, data integrity, and cross-team coordination. The company offers comprehensive benefits, ongoing training, and a robust Total Rewards