Plan Administrator

Overview Rogers Wealth Group is looking for a skilled and reliable Plan Administrator (On-Site) to support the administration and compliance of employer-sponsored retirement plans. This role is ideal for candidates with a great attitude, integrity, solid experience in defined contribution plan administration and a high level of attention to detail. If you’re ready to be part of a work family, this position is for you. What You’ll Do Administer day-to-day operations for 401(k), 403(b), and profit-sharing plans Process employee transactions, including contributions, loans, distributions, and rollovers Perform annual compliance testing (e.g., ADP/ACP, top-heavy, 402(g), 415) Prepare and review IRS Form 5500 filings and related compliance documents Calculate employer matching and profit-sharing contributions Check vesting based on plan provisions Maintain accurate participant and plan records Communicate with clients and participants to address questions and provide plan-related guidance Stay informed on industry regulations to ensure ongoing compliance with ERISA, IRS, and DOL requirements What We’re Looking For 2+ years of experience administering defined contribution retirement plans Strong understanding of ERISA, IRS, and DOL regulations QKA certification or progress toward certification is a plus Proficiency in Microsoft Excel and related office applications Excellent problem-solving and organizational skills Strong written and verbal communication skills Compensation & Benefits Competitive salary based on experience, certifications, and education Company pays 100% of employee’s health, long-term disability, and basic life insurance Voluntary dental/vision discount plan available 401(k) plan with enhanced safe harbor match 5% Annual performance-based bonus Paid holidays and paid time off Breakfast provided on Fridays Occasional shopping bonuses Opportunities for ongoing training and professional growth #J-18808-Ljbffr Rogers Wealth Group