Pension Plan Administrator Job at Rogers Wealth Group, Fort Worth, TX

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  • Rogers Wealth Group
  • Fort Worth, TX

Job Description

Job Description

Job Description

Overview: Rogers Wealth Group is looking for a skilled and reliable Pension 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

Job Tags

Work at office

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