Senior Plan Administrator

Job Summary

To support a growing practice, the remote Senior Plan Administrator will manage the full administration cycle for defined contribution retirement plans, ensuring compliance and serving as the primary contact for clients.

Key Responsibilities

• Oversee plan administration, compliance testing, and employer contribution calculations for a block of retirement plans
• Complete government filings, audit support, and maintain ERISA compliance while validating work from other administrators
• Consult with clients on plan design, contributions, and navigate recordkeeping portals, identifying opportunities for business development

Required Qualifications

• Bachelor's degree in business administration, finance, or related field, or equivalent professional experience
• Three to five years of experience in retirement plan administration and consulting
• Preferred credentials include ASPPA, NIPA, IRS Enrolled Retirement Plan Agent, or NAPA certifications
• Experience with Stax.ai, FT William, and PensionPro strongly preferred
• Strong knowledge of Microsoft Excel, Outlook, and Teams, along with familiarity with Internal Revenue Code and ERISA