Senior Administrative Lead, Retirement Plans

Insurance Administrative Solutions, L.l.c.; Norfolk (NE); On-site; USD 45,000 - 60,000; Full time

Job summary

Retirement Plan Consultants in Downtown Norfolk, Nebraska, is seeking a Senior Administrative Specialist to support day-to-day operations across the administrative team. The role emphasizes accuracy, effective communication, and cross-functional collaboration to meet client needs and uphold the firm’s reputation for retirement plan administration excellence.

The position involves data handling, disclosures, plan statements, onboarding training, and process improvements, with limited external

Qualifications

• 4+ years of experience in retirement plan administration or similar
• ASPPA Retirement Plan Fundamentals (RPF) certificate
• Experience with Microsoft Office Suite
• Familiarity with Relius, PensionPro and FTWilliams platforms

Responsibilities

• Coordinate tasks and projects within the administrative team
• Maintain disclosures, generate account statements for plan participants
• Prepare and file tax forms (5500, 5558, 8955-SSA)
• Set up and update Plan Contacts in applicable software
• Daily mail handling and monitoring a shared inbox
• Provide onboarding and ongoing training for administrative staff
• Support with process improvements to enhance efficiency and compliance

Skills

Attention to detail

Organizational skills

Time management

Independent work

RPF certificate

Microsoft Office

Admin experience

Relius

Tools

Relius

PensionPro

FTWilliams

Job description

Retirement Plan Consultants in Downtown Norfolk, Nebraska, is seeking a Senior Administrative Specialist to support day-to-day operations across the administrative team. The role emphasizes accuracy, effective communication, and cross-functional collaboration to meet client needs and uphold the firm’s reputation for retirement plan administration excellence.

The position involves data handling, disclosures, plan statements, onboarding training, and process improvements, with limited external