Retirement Plan Administration Manager

Location: Remote

Compensation: Salary

Reviewed: Wed, Dec 17, 2025

This job expires in: 23 days

Job Category: Financial

Weekly Hours: Full Time

Employment Status: Independent Contractor

Employer Type: Employer

Career Level: Experienced

Education Level: Bachelors

Job Summary

A company is looking for a Retirement Plan Administration Manager to join their team.

Key Responsibilities

Review and prepare annual testing, Forms 5500, and trust accounting projects
Perform compliance testing and manage client communications
Train and oversee less experienced staff while maintaining workflow efficiency

Required Qualifications

Bachelor's Degree in Accounting, Finance, or related field
6+ years of applicable experience, including with Employee Stock Ownership Plans (ESOPs)
QKA or CPA certification
Strong technical knowledge of ERISA and IRS regulations regarding retirement plans
Experience with compliance testing and preparation of Forms 5500 and 1099-R

COMPLETE JOB DESCRIPTION

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