Retirement Plans Governance & Administration Lead (Virtual)
Kelly
Job description
About the role
The Retirement Plans Governance & Administration Lead will oversee the day‑to‑day administration and governance of both qualified (401(k)) and non‑qualified deferred compensation plans. Working remotely, the Lead partners with internal stakeholders and external vendors to ensure compliance, operational excellence, and continuous improvement of retirement programs.
Key responsibilities
- Lead daily administration and governance of qualified 401(k) and Non‑Qualified Deferred Compensation (NQDC) plans.
- Partner with Payroll, Finance, Legal, HRIS, and Accounting teams as well as external vendors.
- Manage retirement‑plan projects such as plan enhancements, regulatory changes, mergers & acquisitions, and operational improvements.
- Oversee annual and new‑hire enrollment for NQDC plans.
- Ensure compliance with ERISA, IRS, DOL, and IRC Section 409A, including plan testing, audits, filings, corrections, and internal controls.
- Coordinate annual Form 5500 filings, independent plan audits, and related regulatory reporting.
- Handle plan funding activities, payroll processing, employer contributions, budgeting, forecasting, and financial reconciliations.
- Draft, review, and maintain plan documentation (SPDs, SMMs, SARs, participant notices, amendments).
- Develop agendas and governance materials for Benefits Plan Committee and Retirement Sub‑committee.
Required profile
- Proven experience administering qualified retirement plans (401(k)) and non‑qualified deferred compensation plans.
- Strong knowledge of ERISA, IRS, DOL, and IRC Section 409A compliance requirements.
- Ability to manage audits, Form 5500 filings, and vendor relationships.
- Experience supporting merger and acquisition activities related to retirement plans.
Required skills
- ERISA compliance
- IRS regulatory knowledge
- Form 5500 filing expertise
- Retirement plan documentation preparation
What we offer
- Remote work flexibility
- Opportunity to lead strategic retirement‑plan initiatives
- Collaborative, inclusive company culture
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Published 1 month ago
Expires 2 weeks from now
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Kelly