Retirement Plan Services Operations Supervisor

• Oversee Retirement Plan Services Administrators and provide day-to-day leadership, workflow direction, technical oversight, and quality control
• Lead the team and foster teamwork, open communication, and unity
• Mentor, supervise, coach, train, and develop staff
• Set priorities, monitor workloads, evaluate performance, and support a collaborative, accountable team environment
• Oversee retirement plan administration and recordkeeping, including contribution processing, distributions, loans, rollovers, trading activity, compliance testing, participant statements, reconciliations, and annual reporting
• Provide technical guidance and quality review for complex transactions, plan administration questions, operational issues, and participant or plan sponsor inquiries
• Ensure accurate, timely, and compliant work under ERISA, IRS, Department of Labor, internal policy, and plan document requirements
• Coordinate Form 5500 preparation, tax reporting, participant notices, audits, compliance reviews, and regulatory or government reporting
• Support system updates, reporting needs, plan conversions or deconversions, product changes, and process improvements
• Develop and improve department procedures, controls, documentation, and training resources
• Partner with internal teams, relationship managers, and plan sponsors to resolve issues and support client service
• Follow First Bank & Trust policies, compliance procedures, and required compliance training

• Bachelor’s degree and six years of relevant experience, or the equivalent
• Advanced knowledge of qualified retirement plan administration
• Knowledge of ERISA, IRS, and Department of Labor requirements
• Strong communication skills
• Proficiency with Excel, reporting tools, databases, and retirement recordkeeping systems
• Prior supervisory experience strongly preferred

Demonstrates advanced knowledge of qualified retirement plan administration, including compliance with ERISA, IRS, and Department of Labor requirements. Proven ability to lead teams, mentor staff, and ensure accurate and timely processing of retirement plan services.

• Retirement Plan Administration
• ERISA Compliance
• Team Leadership
• Excel Proficiency
• Supervisory Experience

• Retirement Plan Administration
• Compliance Testing
• Contribution Processing
• Distributions
• Loans
• Rollovers
• Trading Activity
• Annual Reporting
• Form 5500 Preparation
• Tax Reporting

• Strong Communication Skills
• Mentoring
• Coaching
• Teamwork
• Collaboration

• Department of Labor
• Internal Policy
• Plan Document Requirements
• Compliance Reviews
• Regulatory Reporting

• Reporting Tools
• Databases
• Retirement Recordkeeping Systems