Senior Retirement Plans & Compliance Leader

Green Key Resources LLC; Bethesda (MD); On-site; USD 120,000 - 170,000; Full time

Job summary

Green Key Resources LLC is seeking a Retirement Plans Manager to oversee administration, governance, and compliance of the organization's retirement programs. You will collaborate with cross-functional teams to ensure operations run smoothly while meeting ERISA, SECURE Act, and IRS requirements.

In this role you will lead a retirement team, develop employee communications, manage vendor relationships, run plan performance reports, and coach staff.

Qualifications

• Bachelor’s degree or higher in a related field is required or preferred.
• Strong analytical and numerical abilities are essential.
• Excellent written and verbal communication across diverse audiences.

Responsibilities

• Co-manage daily operations and administration of retirement plans, ensuring adherence to SOPs and governance workflows.
• Execute accurate calculations, reconciliations, and data audits for retirement plan contributions.
• Oversee payroll funding processes and perform deferral and match calculations.
• Ensure compliance with federal and state regulations, including ERISA and DOL guidelines.
• Collaborate with accounting and finance teams to forecast retirement plan expenses.
• Prepare and review detailed performance reports and lead educational presentations for employees.
• Participate in vendor RFPs and evaluations to improve service delivery.
• Resolve complex participant and operational issues with clear documentation and rationale.

Skills

Analytical skills

Communication skills

Spanish language (beneficial)

Education

Bachelor’s degree in Finance, Accounting, Human Resources, or related field

Tools

Excel

Workday

SAP/EC Payroll

Job description

Green Key Resources LLC is seeking a Retirement Plans Manager to oversee administration, governance, and compliance of the organization's retirement programs. You will collaborate with cross-functional teams to ensure operations run smoothly while meeting ERISA, SECURE Act, and IRS requirements.

In this role you will lead a retirement team, develop employee communications, manage vendor relationships, run plan performance reports, and coach staff.