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:
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Administer day-to-day operations for 401(k), 403(b), and profit-sharing plans
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Process employee transactions, including contributions, loans, distributions, and rollovers
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Perform annual compliance testing (e.g., ADP/ACP, top-heavy, 402(g), 415)
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Prepare and review IRS Form 5500 filings and related compliance documents
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Calculate employer matching and profit-sharing contributions
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Check vesting based on plan provisions
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Maintain accurate participant and plan records
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Communicate with clients and participants to address questions and provide plan-related guidance
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Stay informed on industry regulations to ensure ongoing compliance with ERISA, IRS, and DOL requirements
What We're Looking For:
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2+ years of experience administering defined contribution retirement plans
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Strong understanding of ERISA, IRS, and DOL regulations
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QKA certification or progress toward certification is a plus
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Proficiency in Microsoft Excel and related office applications
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Excellent problem-solving and organizational skills
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Strong written and verbal communication skills
Compensation & Benefits:
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Competitive salary based on experience, certifications, and education
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Company pays 100% of employee’s health, long-term disability, and basic life insurance
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Voluntary dental/vision discount plan available
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401(k) plan with enhanced safe harbor match 5%
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Annual performance-based bonus
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Paid holidays and paid time off
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Breakfast provided on Fridays
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Occasional shopping bonuses
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Opportunities for ongoing training and professional growth
