Retirement Plan Administration Manager & Consultant
Skills
About the role
As a trusted advisor in the professional services industry, you know what matters most to clients: Big thinking with a personal focus. You also know what matters most to your own success, including: career growth, work-life flexibility, leadership that cares about your ability to succeed, the opportunity to give and receive one-on-one coaching and mentoring, as well as learning opportunities that inspire professional development. Experience them all at Schneider Downs, where we’ve been providing accounting, tax, consulting, business advisory and wealth management services through our team of innovative thought leaders for over 65 years. Start building a career with people motivated to help you succeed—and enjoy more of what counts.
As the Retirement Plan Administration Manager & Consultant, you will serve as the primary relationship manager for a portfolio of retirement plan clients and responsible for delivering high-quality plan administration, compliance oversight, and consulting support. In this role, you will manage day-to-day administration for assigned plans, review compliance testing and government filings, interpret plan provisions, support year-end and audit processes, and collaborate with plan sponsors, advisors, auditors, and other service providers to ensure accurate and timely service.
WHAT YOU’LL DO
Manage a portfolio of qualified retirement plan third-party administration client relationships as the primary point of contact
Oversee all aspects of administration for an assigned block of retirement plans
Consult with plan sponsors and advisors on plan-related matters and operational issues
Interpret plan document provisions and recommend plan design or administrative improvements
Collaborate with clients, advisors, auditors, and other service providers to resolve issues and support plan administration
Review annual compliance testing, including coverage, nondiscrimination, and top-heavy testing
Review employer contributions and reconcile trust accounts
Review annual government filings, participant statements, and related regulatory reporting
Review plan transactions, including loans, distributions, required minimum distributions (RMDs), and Qualified Domestic Relations Order (QDROs)
Conduct census reconciliation by requesting missing information, clarifying discrepancies, and ensuring complete and accurate data
Identify and resolve trust accounting discrepancies, including missing contributions, incorrect amounts, and misapplied payments
Support year-end activities, including force-out packages and required minimum distributions for eligible participants
Assist auditors and clients with data requests and audit support activities
Participate in process improvement initiatives, team projects, and ongoing professional development
Stay current on retirement plan regulations through continuing education and research
WHAT YOU’LL NEED
Required:
Bachelor’s degree in Accounting, Economics, Finance, Mathematics, Statistics, or a related field
Minimum of five years of direct qualified plan administration experience, including compliance testing
ESOP (Employee Stock Ownership Plan) / KSOP knowledge
Advanced Excel proficiency and the ability to learn new systems quickly
Preferred:
QKA designation, or willingness to obtain
Other:
Strong analytical, problem-solving, and organizational skills, with an aptitude for math and accounting
Excellent communication, time management, and client service skills
Ability to manage multiple priorities independently and meet deadlines
Self-motivated, detail-oriented, and able to work independently in a fast-paced environment
Commitment to professional development and continuous learning
WHERE CULTURE COUNTS
At Schneider Downs, our culture is our identity. And it’s our culture of care that makes us unique. Even as we grow, we work hard to retain this culture to continuously promote a positive, supportive work environment through our core values: Care & Respect, Integrity, Be Great, Adaptive and We Not Me.
ENJOY MORE OF THE THINGS THAT MATTER MOST
Competitive compensation
Insurance, including health, dental, and vision, that begin on day one
20+ days of paid time off and 13 paid holidays
Parental leave, family care leave, and volunteer time
401(k) plans and profit sharing
A PLACE WHERE INCLUSIVITY COUNTS
#LI-MULTIPLEX
Questions about this role
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