Senior Retirement Plan Services Administrator

Fishback Financial Corporation; San Francisco (CA); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) & ESOP

Wellness program

Education assistance

Volunteer hours

Childcare assistance

Job summary

First Bank & Trust is seeking an experienced Retirement Plan Services Administrator II to provide administrative, technical, and client service support for employer-sponsored retirement plans including 401(k) and 457(b). The role asks for a bachelor’s degree and six years’ experience with strong analytical and communication skills.

You will independently manage plan administration, perform testing, reconcile data, and support annual reporting.

Qualifications

• Bachelor’s degree and six years of relevant experience, or equivalent.
• Experience in retirement plan administration, trust operations, payroll, accounting, or banking.
• Strong technical knowledge of retirement plan operations and regulatory requirements.

Responsibilities

• Independently manage plan administration and recordkeeping for assigned plans.
• Process payroll contributions, deferrals, employer contributions, loans, and related transactions.
• Reconcile contributions, distributions, and plan balances; resolve discrepancies.
• Serve as a contact for participant loans, distributions, hardships, rollovers, and updates.
• Maintain participant and plan data, enrollment records, and election information.
• Communicate with sponsors regarding data submission, enrollment, and reporting deadlines.
• Perform and review compliance testing (ADP/ACP, top-heavy, coverage, deferrals, contributions).
• Support Form 5500 preparation and annual reporting; gather required data.
• Demonstrate working knowledge of ERISA, IRS, and DOL requirements.
• Provide training and backup support to junior staff.

Skills

Analytical skills

Communication skills

multitasking

Education

Bachelor’s degree

Tools

ADP/ACP testing

Job description

First Bank & Trust is seeking an experienced Retirement Plan Services Administrator II to provide administrative, technical, and client service support for employer-sponsored retirement plans including 401(k) and 457(b). The role asks for a bachelor’s degree and six years’ experience with strong analytical and communication skills.

You will independently manage plan administration, perform testing, reconcile data, and support annual reporting.