Senior Retirement Plan Administrator

Job Summary

Managing a caseload of retirement plan clients, the full-time Senior Retirement Plan Administrator will ensure accurate plan administration, regulatory compliance, and proactive client relationship management in a remote setting.

Key responsibilities

• Serve as the primary relationship manager for assigned clients, maintaining high retention through proactive communication
• Prepare and maintain plan documents, ensuring compliance with regulatory changes and requirements
• Perform nondiscrimination testing and monitor participant eligibility, contributions, and vesting schedules to ensure compliance with ERISA, IRS, and DOL regulations

Required qualifications

• ASPPA and/or CEBS designation required
• 10+ years of experience in all aspects of retirement plan administration
• Experience with 401(k) and 403(b) plans, as well as defined benefit plans
• Depth of knowledge in ERISA, DFVCP, and VCP filings
• Proficient in Microsoft Office (Excel, Word, PowerPoint), Adobe, and Docusign