Retirement Plan Administrator / Accountant

Job Description

Job Description

Retirement Plan Administrator / Accountant | $65,000–$75,000 + Bonus | Hybrid | Direct Hire |

Location: Omaha, NE

A growing and well-established financial services firm in the Omaha area is seeking a Retirement Plan Administrator / Accountant to join its team due to continued business growth. This position offers a unique opportunity to combine accounting, analytical problem-solving, client consulting, and retirement plan administration in a highly specialized field. The organization provides extensive training, making this an excellent opportunity for an accounting professional looking to build a long-term career outside of traditional month-end close or public accounting. Employees enjoy a collaborative culture, flexible work environment, performance bonuses, and a hybrid schedule after onboarding.

Job Description

As a Retirement Plan Administrator / Accountant, you will manage a portfolio of retirement plans, serving as the primary point of contact for clients while ensuring plans remain compliant with IRS and Department of Labor regulations. You'll analyze payroll data, perform detailed reconciliations, investigate discrepancies, prepare annual compliance reporting, and guide clients through retirement plan administration. This role requires strong analytical skills, exceptional organization, and the ability to manage multiple priorities while maintaining outstanding client service.

Key Responsibilities

• Manage an assigned portfolio of retirement plan clients and serve as their primary contact
• Analyze payroll and retirement plan data to identify and resolve discrepancies
• Perform detailed reconciliations between payroll records and retirement account activity
• Prepare annual compliance testing, reporting, and required regulatory filings
• Research plan provisions and administrative questions to ensure regulatory compliance
• Communicate professionally with clients, advisors, and internal team members
• Monitor multiple client deadlines while independently prioritizing workload
• Recommend process improvements and contribute to operational efficiencies
• Maintain accurate documentation and provide exceptional client service throughout the annual plan cycle

Qualifications

• Bachelor's degree in Accounting, Finance, Business, Mathematics, or a related field
• 1+ years of accounting, bookkeeping, payroll, audit, or reconciliation experience preferred
• Strong analytical, reconciliation, and problem-solving skills
• Excellent attention to detail and organizational abilities
• Ability to manage multiple projects and competing deadlines
• Strong written and verbal communication skills
• Ability to work independently and collaboratively within a team
• Retirement plan or defined contribution experience is a plus but not required

Your New Employer

Our client is a respected independent retirement plan administration firm that partners with businesses of all sizes to provide retirement plan consulting, compliance, reconciliation, and administration services. Known for its stability, employee retention, and client-first approach, the company offers a collaborative environment where employees receive extensive training, meaningful responsibility, and the flexibility to manage their work while developing long-term careers.

Your Career Partner

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