3(16) Retirement Plan Administrator

Position Summary

We are seeking a 3(16) Retirement Plan Administrator/Consultant to serve as the primary point of contact for our Third Party Administrators (TPAs) and 3(16) fiduciary partners. This role is critical to ensuring smooth plan administration, accurate compliance support, and strong working relationships with our external partners.

Key Responsibilities

• Act as the main liaison between the company and assigned TPAs and 3(16) fiduciary partners
• Support plan administration workflows, ensuring timely and accurate coordination with external partners
• Provide subject-matter support related to:
• Form 5500 preparation, review, and filing processes
• Non-discrimination testing (ADP/ACP, coverage, top-heavy, etc.)
• CORrection methods for failed tests (e.g., refunds, QNECs, recharacterizations)
• Aid TPAs and internal teams with product-related questions, operational issues, and compliance escalations
• Maintain clear records of communications, issues, and resolutions
• Contribute to training materials, partner documentation, and process improvements as needed

Qualifications & Experience

• 3+ years of experience in retirement plan administration, TPA support, recordkeeping, or a related role
• Knowledge of:
• Form 5500 filing requirements and timelines
• Non-discrimination testing rules and correction methods
• ERISA and qualified retirement plan fundamentals
• Experience working directly with clients, TPAs, advisors, or 3(16) fiduciary service providers
• Prior client-facing or relationship management experience
• Ability to explain complex compliance topics clearly to both technical and non-technical audiences
• Highly organized with strong attention to detail and deadline management
• Comfortable managing multiple partners and priorities simultaneously

Other Acceptable Experiences

• Experience noted above
• Military Experience

Bonus Points For These

• Familiarity with EFAST2 and common TPA systems
• Exposure to operational compliance corrections and IRS/DOL programs

Skills & Competencies

• Strong communication and relationship-building skills
• Analytical mindset with practical problem-solving ability
• Collaborative, service-oriented approach
• Ability to work independently while coordinating across teams

Benefits

• Medical, Dental, Vision, Life Insurance
• Matched Retirement Savings
• Wellness Program
• Short-and Long-Term Disability
• Charitable Contribution Match
• Holidays, Personal Days & Vacation
• Paid Volunteer Time Off

Compensation

The base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity or commissions. The compensation for this role is USD $47,400.00 - USD $96,300.00 / Year*

Actual compensation will not be less than the applicable minimum wage or minimum exempt salary requirement under federal, state and local laws.