Recordkeeping Administrator; Providence, Rhode or Remote

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.

Our goal is to build long‑term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investment decisions in every stage of their lives.

Our culture is grounded in our CORE values:
Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose‑driven work and a collaborative, values‑led culture, we invite you to explore a career with us.

As a Recordkeeping Administrator on the Retirement Services team, you’ll report to the Senior Director of Retirement Services. You will be responsible for the daily recordkeeping, reconciliation, and data management of qualified retirement plans using FIS Relius Administration software.

We are looking for someone who is highly experienced in the small‑plan retirement recordkeeping market. If you are an individual with a strong background in recordkeeping qualified plans such as 401(k)/Profit Sharing, New Comparability, Cross‑tested and Cash Balance Pension Plans within a TPA environment, strong knowledge of plan operations and can manage multiple client relationships efficiently, this may be the opportunity for you!

• Day‑to‑day Retirement Plan recordkeeping administration
• Maintain and reconcile plan data using FIS Relius Administration software
• Process and review contribution files, participant transactions, loans and distributions
• Communicate directly with participants, plan sponsors, financial advisors, and payroll providers
• Ensure accuracy and timeliness in all plan transactions and reporting
• Collaborate with other administrators and team members to ensure high‑quality service delivery
• Interpret Plan documents, Compliance Testing Results, 5500’s
• Complete Plan Corrections
• Stay current on IRS, DOL, and ERISA regulations affecting qualified retirement plans

• Minimum 5 years of experience in Retirement Plan Recordkeeping/401(k) plan administration
• Proficiency with FIS Relius Administration (required)
• Working knowledge of ERISA, IRS, and DOL regulations governing qualified plans
• Strong Excel and data management skills
• Excellent organizational and communication skills
• Ability to manage multiple deadlines with attention to detail
• ASPPA or NIPA credentials (QKA, QKC, etc.) a plus but not required

Edelman Financial Engines takes a market‑based approach to pay. The expected base salary range for this role nationally is $89,800 – $100,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job‑related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018‑2025) based on prior 12‑month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets
2. Our unique…