Strategic Retirement Plan Administrator

Insurance Administrative Solutions, L.l.c.; Dallas (TX); On-site; USD 85,000 - 135,000; Full time

Job summary

Integrity, headquartered in Dallas, Texas, seeks a Retirement Plan Administrator to oversee administration, compliance, data integrity, and strategic performance of its retirement programs. You will ensure 401(k) plans operate in accordance with ERISA and fiduciary standards while coordinating with employees, leadership, vendors, and regulators.

Responsibilities include plan design, transactions, data integrations, reporting, Form 5500 filings, and participant education.

Qualifications

• Education: Bachelor’s degree in HR, Finance, or related field.
• 5+ years of retirement plan administration experience.
• Experience with HRIS-to-vendor data integrations.
• Experience filing Form 5500 and required plan notices.
• Experience supporting retirement plan committees.
• M&A-related plan transitions experience preferred.

Responsibilities

• Administer all aspects of retirement plans including plan design, implementation, daily operations, and reporting.
• Manage plan transactions such as contributions, distributions, loans, QDROs, and corrections.
• Maintain accurate plan records and ensure timely processing of participant and employer activities.
• Assist with daily plan operations, reporting needs, and documentation updates.
• Manage data integrations and file feeds between HRIS, payroll, recordkeepers, and vendors.
• Oversee data mapping, testing, reconciliation, and troubleshooting for accuracy and compliance.
• Coordinate annual plan testing (ADP/ACP, coverage, top-heavy, nondiscrimination).
• Prepare and maintain plan documents, SPDs, amendments, and disclosures.
• Monitor regulatory changes and implement updates to processes and documentation.
• Serve as Secretary to the Retirement Committee and maintain records.

Skills

ERISA knowledge

Data integrations

Vendor management

Plan administration

Regulatory compliance

Communication skills

Project management

Attention to detail

Education

Bachelor’s degree in HR, Finance, or related field

Tools

HRIS systems

Recordkeeping platforms

Job description

Integrity, headquartered in Dallas, Texas, seeks a Retirement Plan Administrator to oversee administration, compliance, data integrity, and strategic performance of its retirement programs. You will ensure 401(k) plans operate in accordance with ERISA and fiduciary standards while coordinating with employees, leadership, vendors, and regulators.

Responsibilities include plan design, transactions, data integrations, reporting, Form 5500 filings, and participant education.