Job Description

Role Description

We are seeking an experienced Senior Retirement Plan Administrator to join our growing team. This role is responsible for the administration, compliance, and consulting functions for a portfolio of defined contribution retirement plans, including 401(k) and profit-sharing plans.

The ideal candidate is a knowledgeable retirement plan professional who can manage client relationships, ensure regulatory compliance, solve complex plan issues, and deliver outstanding service with minimal supervision.

Key Responsibilities

• Administer a portfolio of qualified retirement plans, including 401(k) and profit-sharing plans
• Prepare annual compliance testing, allocations, and participant calculations
• Complete Form 5500 filings and related annual reporting requirements
• Review plan documents, amendments, and operational compliance matters
• Consult with plan sponsors regarding plan design, compliance, and administrative best practices
• Coordinate with recordkeepers, advisors, auditors, and other service providers
• Research and resolve complex ERISA, IRS, and DOL compliance issues
• Maintain strong client relationships through proactive communication and responsive service
• Review work for accuracy and ensure adherence to internal quality standards
• Assist with special projects and contribute to continuous process improvements

Qualifications

• 8+ years of retirement plan administration experience
• Extensive knowledge of 401(k), profit-sharing, and other defined contribution plans
• Strong understanding of ERISA, IRS, and DOL regulations
• Excellent analytical, mathematical, and problem-solving skills
• Exceptional attention to detail and commitment to accuracy
• Strong written and verbal communication skills
• Ability to manage multiple deadlines and priorities independently
• Proficiency with Microsoft Office Suite and Adobe Acrobat
• Experience working in a remote environment

Preferred Qualifications

• ASPPA, NIPA, or other industry credentials (QKA, QPA, CPC, ERPA, APA, APR, etc.)
• CPA designation
• Bachelor's degree in Accounting, Finance, Economics, Mathematics, Business Administration, or a related field
• Experience with retirement plan administration software such as ASC or similar platforms
• Prior experience mentoring junior administrators or reviewing technical work

Benefits

• Fully remote work environment
• Competitive compensation based on experience and qualifications
• Comprehensive benefits package
• Professional development and continuing education support
• Collaborative team culture with strong technical support and peer review
• Opportunity to work with a respected, established leader in the retirement plan industry

Position Type

Full-Time

Work Location

Remote

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