About the role

  • Perform retirement plan administration and consulting with a block of clients ranging from 50-70 plans depending on complexity
  • A-Z Plan Administration for block of defined contribution retirement plans
  • Review, process and/or approve participant distribution and loan requests
  • Reconcile trust assets and contributions
  • Assist clients and participants with navigation of plan sponsor and participant secure recordkeeping portals
  • Perform non-discrimination and compliance testing
  • Calculate and allocate employer contributions
  • Consult with client regarding timely deposit/remittance of deferrals and employer contribution
  • Complete, review, provide audit support for and file appropriate government forms 5500, 5330, 8955-SSA, 1099-R, and related schedules
  • Develop effective working relationships with clients, internal and external advisors, recordkeepers and auditors supporting those mutual client relationships
  • Ensure clients adhere to Government filing and regulatory requirements
  • Assist with drafting of prototype plan documents and amendments that meet requirements of plan sponsor and their advisors and recordkeeping partners
  • Review, analyze and summarize data in succinct, clear and written communication using Microsoft office tools to support our Advisors, Consultants and Plan Administrators
  • Maintain and expand ERISA compliance and software knowledge
  • Comply with continuing education requirements; participate in professional organizations, independent study, etc.
  • Integrate new knowledge and skills into daily work and share with colleagues as appropriate.
  • Recognize opportunities for new business development
  • Ability to work both independently and in a team environment with a positive attitude, proactive mindset, and entrepreneurial spirit
  • Other duties as needed to support clients, team members, internal partners and external vendors, advisors and auditors

Requirements

  • Bachelor’s degree in a specialized field such as business administration, business analytics, mathematical economics, finance, and/or other related fields of study.
  • Five (5) to Ten (10) years of directly related work experience in the field of retirement plan administration and consulting.
  • Possession of professional credentialing including but not limited to: American Society of Pension Professionals (ASPPA) Qualified 401k Administrator (QKA), Qualified Plan Specialist (QKS), Qualified 401k Consultant (QKC) and/or Qualified Pension Administrator (QPA) designations National Institute of Pension Administrators (NIPA) Accredited 401(k) Specialist (AKS), Accredited Pension Administrator (APA) and/or Accredited Pension Representative (APR)
  • Internal Revenue Service (IRS) Enrolled Retirement Plan Agent (ERPA)
  • National Association of Pension Advisors (NAPA) Certified Plan Fiduciary Advisor (CPFA) and/or Qualified Plan Financial Consultant (QPFC)
  • FT William Administration and PensionPro software experience preferred.
  • Strong working knowledge of Microsoft Excel, Outlook, and Teams would be extremely beneficial to success in the position.
  • Effective oral, written and interpersonal communication skills.

Benefits

  • Competitive salary
  • PTO & paid holidays
  • 401(k) with match
  • Exclusive discount programs
  • Health & wellness programs

Job title

Senior Plan Administrator

Job type

Experience level

Senior

Salary

$64,000 - $86,000 per year

Degree requirement

Bachelor's Degree

Location requirements

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