Retirement Fund Project Manager

We are seeking a highly organized Retirement Fund Project Manager to oversee retirement plan activities, coordinate compliance-related deliverables, and serve as a key point of contact for clients in Charlotte, North Carolina. The ideal candidate has a background in retirement plan recordkeeping and third-party administration (TPA), with hands-on knowledge of 401(k) compliance testing, Form 5500 filings, and Department of Labor reporting requirements. This role is best suited for a detail-oriented, process-driven professional who excels at organizing complex information, managing competing priorities, and maintaining strong client relationships. Advanced Excel skills are essential, and experience with FIS Relius is highly desirable.

Responsibilities

• Oversee and coordinate retirement plan activities, ensuring deliverables, deadlines, and client expectations are managed effectively.
• Serve as a primary point of contact for clients, addressing questions, communicating project updates, and coordinating the resolution of retirement plan issues.
• Coordinate retirement plan compliance activities, including 401(k) nondiscrimination testing, annual Form 5500 filings, and other applicable regulatory reporting requirements.
• Review retirement plan records, reports, and data to identify discrepancies, maintain accuracy, and ensure required deliverables are completed on time.
• Partner with third-party vendors, recordkeepers, and internal stakeholders to coordinate plan activities and resolve outstanding items, leveraging external providers for routine processing and administration.
• Organize and track multiple retirement plan tasks, compliance deadlines, and reporting requirements while maintaining clear documentation and follow-through.
• Develop, maintain, and manipulate Excel spreadsheets to organize plan information, sort and analyze data, track deliverables, and identify discrepancies.
• Support future retirement plan recordkeeping platform transition initiatives by helping organize data, coordinate project activities, and maintain continuity of client service.
• Identify opportunities to improve workflows, strengthen organization, and enhance the accuracy and efficiency of retirement plan operations.
• Minimum of 3 years of experience in third-party administration (TPA), specifically in the retirement space.
• Working knowledge of 401(k) plans, compliance testing, Form 5500 filings, and applicable Department of Labor reporting requirements.
• Excellent client communication and relationship management skills, including the ability to explain requirements, provide updates, and coordinate solutions.
• Strong Microsoft Excel skills, including organizing data, sorting and filtering information, maintaining spreadsheets, and performing lookups.
• Experience with FIS Relius or comparable retirement plan recordkeeping and administration systems is highly desirable.