Senior Retirement Plan Administrator

Job Summary

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

Key responsibilities

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

Required qualifications

• ASPPA and/or CEBS designation required
• 10+ years of experience in retirement plan administration, including 401(k) and 403(b) plans
• Depth of knowledge in ERISA, DFVCP, and VCP filings
• Proficient in Non-Discrimination testing (Section 401(a)(4), 401(a)(26))
• Experience with recordkeeping systems such as FTWilliam