Reviewer | Retirement & Investment

#LI-JSS #LI-Hybrid Job Purpose/Objective This position is part of the Retirement & Investment Solutions (RIS) practice within the Third-Party Administration (TPA) group, supporting Retirement Plan Services. The role reports to the Regional Manager and focuses on internal review of compliance testing, and plan administration quality control. Essential Functions and Primary Duties Review and validate the work completed by internal team members, ensuring accuracy, completeness, and consistency with company standards. Review compliance testing for retirement plans to ensure adherence to regulatory and plan document requirements. Review reconciliation of plan assets, identifying and resolving discrepancies in coordination with internal teams. Review Form 5500 filings to ensure preparation accuracy. Review allocations, ensuring accuracy and compliance with plan provisions. Identify errors, inconsistencies, or compliance concerns and communicate findings clearly to internal team members for resolution. Escalate items to Team Leads or Regional Manager as applicable. Maintain responsibility for a small, assigned book of plans (approximately 3-5). This includes client communication and completion of all annual administration items. Maintain detailed and accurate documentation of review findings and supporting work. Additional responsibilities as assigned. Preferred Qualifications Bachelor’s degree in Accounting, Finance, Business, or related field 5+ years of retirement plan administration or compliance experience Strong background in compliance testing, Form 5500 preparation, allocations, and asset reconciliation Working knowledge of ERISA and IRS/DOL regulations related to retirement plan administration Experience reviewing or auditing the work of others for accuracy and compliance Proficiency with retirement plan administration systems and Microsoft Excel QKA, QPA ASPPA credentials, or progress toward certification Minimum Qualifications High School Diploma or GED required At least six years of professional, retirement plan administration and compliance experience, including managing a book of business Possesses comprehensive knowledge of industry and professional concepts, principles, practices, and procedures Expert knowledge of pertinent laws, regulations, and professional standards Proficient use of applicable technology Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype) Experience performing work that requires initiative and leadership skills Qualified Pension Administrator (QPA), Qualified 401(K) administrator (QKA) Ability to contract with and influence leaders in the organization, good at networking, collaboration, and sharing of ideas and successes Strong problem solver with good business analysis skills (e.g. build business cases, develop and implement plans for business cases, ask probative questions to identify requirements) Ability to handle and prioritize multiple simultaneous assignments, manage to critical deadlines, with extraordinary attention to detail Demonstrate an open-minded approach to understanding people regardless of differences; effectively works with people from diverse backgrounds Address conflicts by focusing on the issues at hand to develop effective solutions when disputes or disagreements occur