Pension Plan Administrator

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.

• 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

• 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

• 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