Retirement Plan Administrator
About The Position
This is a full-time, remote role for a Retirement Plan Administrator. The role involves managing the administration of 401(k), profit sharing and cash balance plans, including performing compliance testing, preparing contribution calculations, and maintaining accurate plan records. The individual will work closely with clients to provide high-quality service, ensure adherence to legal and regulatory requirements, and facilitate smooth communication between clients and other financial professionals. Additional responsibilities include troubleshooting client issues, assisting in retirement plan design recommendations, and supporting annual plan reviews.
Requirements
- Five or more years of experience in the industry
- Comprehensive knowledge of Retirement Plans – specifically Defined Contribution plans and Defined Benefit plans
- Understand compliance testing
- Extensive knowledge of ERISA and Internal Revenue Code and Regulations.
- Attention to detail, analytical problem-solving skills, and the ability to work independently
- Proficient in Microsoft Office Suite, particularly Excel
Nice To Haves
- ASPPA or other industry-related certifications are a plus
Responsibilities
- managing the administration of 401(k), profit sharing and cash balance plans
- performing compliance testing
- preparing contribution calculations
- maintaining accurate plan records
- providing high-quality service
- ensure adherence to legal and regulatory requirements
- facilitate smooth communication between clients and other financial professionals
- troubleshooting client issues
- assisting in retirement plan design recommendations
- supporting annual plan reviews
Benefits
- Compensation Package : Excellent pacakge to be discussed
- 401(k) Plan, Employer Contributions
- Actuarial Exam Support
- Annual raises and bonuses
- Health/Vision/Dental insurance
- Voluntary Benefit Coverages
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
