Retirement Plan Services Operations Supervisor

First Bank & Trust

Retirement plan operations supervisor leading administrators and overseeing compliant recordkeeping. Supporting plan sponsors and participants at community bank First Bank & Trust.

Posted 8/19/2026full-timeBrookings • South Dakota • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates advanced knowledge of qualified retirement plan administration, including compliance with ERISA, IRS, and Department of Labor requirements. Proven ability to lead teams, mentor staff, and ensure accurate and timely processing of retirement plan services.

Highest-signal resume keywords

Retirement Plan AdministrationERISA ComplianceTeam LeadershipExcel ProficiencySupervisory Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Retirement Plan AdministrationCompliance TestingContribution ProcessingDistributionsLoansRolloversTrading ActivityAnnual ReportingForm 5500 PreparationTax Reporting

Soft Skills

Strong Communication SkillsMentoringCoachingTeamworkCollaboration

Tools & Technologies

Reporting ToolsDatabasesRetirement Recordkeeping Systems

Industry Keywords

Department of LaborInternal PolicyPlan Document RequirementsCompliance ReviewsRegulatory Reporting

Tech Stack

Tools & technologies

Unity

About the role

Key responsibilities & impact

Oversee Retirement Plan Services Administrators and provide day-to-day leadership, workflow direction, technical oversight, and quality control
Lead the team and foster teamwork, open communication, and unity
Mentor, supervise, coach, train, and develop staff
Set priorities, monitor workloads, evaluate performance, and support a collaborative, accountable team environment
Oversee retirement plan administration and recordkeeping, including contribution processing, distributions, loans, rollovers, trading activity, compliance testing, participant statements, reconciliations, and annual reporting
Provide technical guidance and quality review for complex transactions, plan administration questions, operational issues, and participant or plan sponsor inquiries
Ensure accurate, timely, and compliant work under ERISA, IRS, Department of Labor, internal policy, and plan document requirements
Coordinate Form 5500 preparation, tax reporting, participant notices, audits, compliance reviews, and regulatory or government reporting
Support system updates, reporting needs, plan conversions or deconversions, product changes, and process improvements
Develop and improve department procedures, controls, documentation, and training resources
Partner with internal teams, relationship managers, and plan sponsors to resolve issues and support client service
Follow First Bank & Trust policies, compliance procedures, and required compliance training

Requirements

What you’ll need

Bachelor’s degree and six years of relevant experience, or the equivalent
Advanced knowledge of qualified retirement plan administration
Knowledge of ERISA, IRS, and Department of Labor requirements
Strong communication skills
Proficiency with Excel, reporting tools, databases, and retirement recordkeeping systems
Prior supervisory experience strongly preferred

Benefits

Comp & perks

Comprehensive healthcare benefits, including health, dental, vision, and life insurance
Optional access to additional life, disability, and other forms of insurance
401(k) and ESOP profit sharing
Employer match of up to 7% of employee retirement contributions
Wellness program with gym membership incentives, educational programs, and challenges
Student loan repayment assistance program
Tuition reimbursement
Robust internal training program
Job shadowing and mentorship program
16 paid volunteer service hours for local charities
In-house childcare and preschool available for employees' children and grandchildren
Employees are part owners