Plan Administrator

NFP Corp•Virtual, TX

10d•$72,000 - $88,000

About The Position

Wealthspire is seeking a Plan Administrator to support complex retirement plan administration projects. The role applies full plan administration expertise to technical research, analysis, and guidance for internal and external stakeholders. The Plan Administrator helps clients and prospective clients navigate compliance challenges, resolve plan issues, and protect the long-term health of their retirement plans. The position requires strong ERISA and retirement plan administration knowledge, as well as the ability to build relationships and guide clients through regulatory requirements. The role includes plan administration and compliance work across defined benefit, defined contribution, and health and welfare plans; government filings and audit support; client and advisor relationship management; plan data analysis and communication; and continued professional development. The position works with clients, internal teams, external advisors, recordkeepers, and auditors.

Requirements

1–3 years of directly related experience in retirement plan administration and consulting.
Bachelor's degree in business administration, business analytics, mathematical economics, finance, or a related field; equivalent professional experience may be considered in lieu of a degree.
High school diploma required.
High degree of technical and legal knowledge, including familiarity with the Internal Revenue Code and ERISA as they apply to qualified plans.
Strong working knowledge of Microsoft Excel, Outlook, and Teams.
Effective oral, written, and interpersonal communication skills.
Organizational and problem-solving skills, with sound judgment on plan design and compliance matters.
Ability to deliver quality customer service while managing multiple tasks accurately.
Commitment to timely, high-quality project completion, attention to detail, and confidentiality.
Ability to work independently and as part of a team, with a positive, proactive, and entrepreneurial mindset.

Nice To Haves

ASPPA credentials: Qualified 401(k) Administrator (QKA), Qualified Plan Specialist (QKS), Qualified 401(k) Consultant (QKC), and/or Qualified Pension Administrator (QPA).
NIPA credentials: Accredited 401(k) Specialist (AKS), Accredited Pension Administrator (APA), and/or Accredited Pension Representative (APR).
IRS Enrolled Retirement Plan Agent (ERPA).
NAPA credentials: Certified Plan Fiduciary Advisor (CPFA) and/or Qualified Plan Financial Consultant (QPFC).
Experience with Stax.ai, FT William, and PensionPro.
Familiarity with ASC.

Responsibilities

Provide technical compliance services for clients, including DB/DC/H&W Form 5500 preparation and corrective calculations.
Perform nondiscrimination and compliance testing, including ADP/ACP, 410(b) coverage, top-heavy, 415 annual addition limit, and 401(a)(4) cross-testing.
Calculate and allocate employer contributions.
Assist clients with corrections through government programs.
Reconcile payroll contributions and employee census data to verify prior activity against instructions and determine current-year plan eligibility.
Reconcile trust assets and contributions, interpreting trust financial statements to resolve discrepancies.
Interpret plan document provisions to ensure accurate and compliant administration.
Ensure clients meet government filing and regulatory requirements.
Complete, review, and provide audit support for Forms 5500, 5330, 8955-SSA, 1099-R, and related schedules.
Review and validate work completed by other plan administrators and support staff before delivery.
Maintain and expand ERISA compliance and software knowledge as regulations and technology platforms evolve.
Build effective working relationships with clients, internal teams, external advisors, recordkeepers, and auditors.
Identify and present opportunities for new business development.
Review, analyze, and summarize plan data in clear, succinct written communications for advisors, Consultants, and fellow Plan Administrators.
Provide technical research and plan analysis for internal and external clients.
Meet continuing education requirements and pursue ongoing credentials.
Participate in professional organizations and independent study to stay current on ERISA and industry developments.
Integrate new knowledge and skills into daily work and share insights with colleagues as appropriate.