Sr Retirement Plan Administrator Consultant

Position Summary

Our Retirement Services group is seeking a 3(16) Sr 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

• 6+ 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 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 compensation for this role is USD $69,300.00 - USD $129,200.00 / Year*

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