Retirement Plan Administrator
Job Summary
Taking full ownership of a caseload of defined contribution retirement plans, the Retirement Plan Administrator will manage the administration of 401(k) and cross-tested plans, perform compliance testing, and coordinate year-end valuations while working remotely in a flexible environment.
Key Responsibilities
- Administer full-cycle (A-Z) plan operations for a book of 401(k) and cross-tested retirement plans
- Perform compliance testing including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4)
- Communicate with clients on plan administration issues with clarity and professionalism
Required Qualifications
- Bachelor's degree in Business, Finance, Mathematics, or a related field
- 2-5+ years of experience in retirement plan administration, preferably in a TPA environment
- Deep understanding of regulatory compliance and testing standards
- Knowledge of ERISA regulations
- ASPPA credentials (or in progress) strongly preferred
Complete Job Description
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