Retirement Plan Administrator
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Job Summary
Managing a block of defined contribution retirement plans, the full-time Senior Plan Administrator will oversee plan administration, compliance testing, and client relationship management while working remotely.
Key responsibilities
- Administer the full cycle of retirement plans, including compliance testing and contribution allocations
- Complete government filings such as Forms 5500 and provide audit support
- Serve as the primary consultant for clients, guiding plan design and ensuring regulatory adherence
Required qualifications
- Bachelor's degree in business administration, finance, or a related field, or equivalent professional experience
- Three to five years of experience in retirement plan administration and consulting
- Preferred credentials include ASPPA and NIPA certifications, or IRS Enrolled Retirement Plan Agent status
- Proficiency with Stax.ai, FT William, PensionPro, and strong knowledge of Microsoft Excel
- Familiarity with ERISA regulations and the Internal Revenue Code as they apply to qualified plans
Complete Job Description
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