Benefits Administrator – Retirement Plans

Distro

Plan Administrative Representative managing a portfolio of retirement plans for compliance and regulatory tasks. Focusing on detailed client communication and timely servicing under strict deadlines.

Posted 5/27/2026full-timeLima • 🇵🇪 PeruJuniorMid-Level💰 $1,378 - $2,200 per monthWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

pension administrationeligibility calculationsvesting calculationscontribution calculationscompliance testingtrust accountingasset reconciliationdata analysisgovernment filingsdistributions processing

Soft Skills

client communicationanalytical skillsorganizational skillsattention to detailmultitaskingindependent workteam collaborationtime managementproblem-solvingwritten communication

Tools & Technologies

Microsoft ExcelMicrosoft WordMicrosoft Outlook

Industry Keywords

retirement plan administrationemployee census dataADP testingACP testingnondiscrimination testingtop-heavy testingcoverage testingForm 5500Form 5330Form 8955

About the role

Key responsibilities & impact

Manage all aspects of retirement plan administration for assigned clients
Serve as the primary point of contact for clients, advisors, and CPAs
Coordinate and manage annual data collection and processing cycles
Collect, review, and analyze employee census data
Perform eligibility, vesting, and contribution calculations
Conduct compliance testing (ADP/ACP, nondiscrimination, top-heavy, coverage)
Prepare government filings (Form 5500, 5330, and 8955)
Perform trust accounting and asset reconciliation
Identify discrepancies and escalate issues when necessary
Process distributions, loans, and Required Minimum Distributions (RMDs) (with review)
Collaborate with actuaries for Defined Benefit or Cash Balance plans
Maintain workflow tracking and meet strict deadlines
Deliver professional, timely, and client-focused communication (mainly via email)

Requirements

What you’ll need

2+ years of experience in pension administration or related field (preferred)
Experience managing multiple client accounts (highly preferred)
Proficiency in Microsoft Excel, Word, and Outlook
Excellent written communication skills (email-focused role)
Advanced English proficiency
Strong analytical, mathematical, and accounting skills
High level of organization and attention to detail
Ability to meet strict deadlines and multitask
Ability to work independently and in a team environment
College degree preferred