Retirement Plan Team Lead

Job Summary

To provide leadership and oversight, the fully remote Retirement Plan Team Lead will manage a portfolio of approximately 65-75 qualified retirement plans while mentoring a Retirement Plan Administrator and ensuring high-quality client service.

Key Responsibilities

• Administer a portfolio of qualified retirement plans, performing compliance testing and managing complex plan designs
• Provide day-to-day leadership for the Retirement Plan Administrator, monitoring workflow and ensuring service standards are met
• Serve as a trusted advisor to clients, delivering timely guidance on operational and compliance matters

Required Qualifications

• 10+ years of full-cycle qualified retirement plan administration experience
• ASPPA QKA designation required; QPA and/or CPC/CBS preferred
• Strong expertise in non-discrimination testing and complex plan designs including PEPs and MEPs
• Prior experience leading or mentoring retirement plan administration staff
• Ability to work independently in a fast-paced remote environment while managing multiple priorities