Senior Retirement Plan Administrator - Remote

Summary

The Senior Retirement Plan Administrator is responsible for managing a caseload of retirement plan clients, focusing on accurate plan administration, regulatory compliance, and proactive client relationship management. This role involves technical execution of plan operations, government filings, and participant transactions, while ensuring a high level of client satisfaction and retention.

Essential Duties and Responsibilities

• Client Relationship Management
  • Serve as primary relationship manager for assigned client caseload.
  • Maintain high retention through proactive communication and service delivery.
  • Serve as escalation resource for complex or high-risk client issues.
• Plan Document Management
  • Prepare, amend, and maintain plan documents.
  • Ensure documents are updated with regulatory and plan changes.
• Compliance & Testing
  • Perform nondiscrimination testing (ADP/ACP, top-heavy, cross-tested).
  • Monitor participant eligibility, contributions, and vesting schedules.
  • Ensure compliance with ERISA, IRS, and DOL requirements.
• Participant Transactions & Services
  • Process distributions, hardship withdrawals, loans, RMDs, and QDROs.
  • Provide guidance and support to participants and plan sponsors.
• Reporting & Filings
  • Prepare government filings (Form 5500 and related forms).
  • Provide required participant notices (Safe Harbor, fee disclosures, etc.).
• Audits & Risk Management
  • Support internal and external audit processes.
  • Collapse and resolve complex client issues as needed.
• Cross-Functional Coordination
  • Collaborate with recordkeepers, custodians, payroll providers, and advisors.

Qualifications, Skills and Requirements

• Experience with 401(k) and 403(b) plans
• Depth of knowledge in ERISA, DFVCP, VCP filings
• Proficient in Non-Discrimination testing (Section 401(a)(4), 401(a)(26))
• Microsoft Office (Excel, Word, PowerPoint), Adobe, Docusign
• Excellent customer service and communication skills
• Strong organizational, problem-solving, teamwork, collaboration skills
• Strong work ethic, productivity, professionalism

Education, Training and Experience

• ASPPA and/or CEBS designation required
• 10+ years of experience in all aspects of retirement plan administration
• Experience with any/all of the following: 401(k) plans, 403(b) plans, defined benefit plans, DB/DC combo plans, MEPs/PEPs, FTWilliam systems

Pre-hire Screening Requirements

• Criminal Financial Education Verification Registration and Licensure

Pay

The typical base pay range for this role nationwide is $70,000 to $100,000 per year. Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance.

Benefits

• Health, wellbeing, retirement, and other financial benefits
• Paid time off
• Overtime pay for non-exempt employees
• Robust learning and development programs
• Reimbursement of job-related expenses
• Employee perks and discounts

Equal Opportunity Employer

We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. We believe that the power of ONE starts with you. We are committed to hiring the most qualified applicant for the position, regardless of background.

Artificial Intelligence

We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience.