Plan Manager
Hansen Talent Group (HTG), West Columbia, SC, United States
Hansen Talent Group is hiring a Plan Manager to support a financial services organization in Columbia, SC.
This role serves as the primary point of contact for employers, managing day‑to‑day retirement plan administration and ensuring compliance with ERISA regulations. You’ll provide guidance on contributions, distributions, and plan operations while maintaining strong client relationships in a fast‑paced environment.
What You’ll Do
Act as the main contact for employers, advisors, and participants
Support plan administration including contributions, distributions, and payroll processing
Resolve payroll issues and monitor contribution discrepancies
Review and approve plan transactions (distributions, rollovers, beneficiary updates)
Assist employers with payroll uploads via theportal
Interpret plan documents and communicate updates or changes
Prepare year‑end valuation letters and support financial reporting
Review Form 5500s and assist with audit processes and inquiries
Perform eligibility calculations and contribution projections
Support system testing and process improvements
What You’ll Need
Experience in retirement plan administration or related financial services
Understanding of ERISA plans (401(k), 403(b), etc.)
Experience reviewing financial reports and supporting Form 5500 processes
Strong communication and customer service skills
High attention to detail and strong organizational abilities
Proficiency with Microsoft Office (Excel, Word, Adobe)
Ability to manage multiple priorities and deadlines
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This role serves as the primary point of contact for employers, managing day‑to‑day retirement plan administration and ensuring compliance with ERISA regulations. You’ll provide guidance on contributions, distributions, and plan operations while maintaining strong client relationships in a fast‑paced environment.
What You’ll Do
Act as the main contact for employers, advisors, and participants
Support plan administration including contributions, distributions, and payroll processing
Resolve payroll issues and monitor contribution discrepancies
Review and approve plan transactions (distributions, rollovers, beneficiary updates)
Assist employers with payroll uploads via theportal
Interpret plan documents and communicate updates or changes
Prepare year‑end valuation letters and support financial reporting
Review Form 5500s and assist with audit processes and inquiries
Perform eligibility calculations and contribution projections
Support system testing and process improvements
What You’ll Need
Experience in retirement plan administration or related financial services
Understanding of ERISA plans (401(k), 403(b), etc.)
Experience reviewing financial reports and supporting Form 5500 processes
Strong communication and customer service skills
High attention to detail and strong organizational abilities
Proficiency with Microsoft Office (Excel, Word, Adobe)
Ability to manage multiple priorities and deadlines
#J-18808-Ljbffr