Recordkeeping Administrator - Remote

Overview

The Recordkeeping Administrator at Edelman Financial Engines is responsible for daily recordkeeping, reconciliation, and data management of qualified retirement plans using FIS Relius Administration software.

In Short

• 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.
• Ability to interpret Plan documents, Compliance Testing Results, 5500’s.
• Complete Plan Corrections.
• Stay current on IRS, DOL, and ERISA regulations affecting qualified retirement plans.

Requirements

• 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.

Benefits

• Competitive salary based on experience.
• Eligibility for discretionary bonuses.
• Health, dental, and wellness plans.
• 401(k) contributions.
• Collaborative work environment.