Senior Plan Administrator

NFP Corp•Windsor, CT

1d•$75,000 - $85,000•Onsite

About The Position

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence. With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.

Requirements

High school diploma required.
Three to five years of directly related experience in retirement plan administration and consulting.
Strong working knowledge of Microsoft Excel, Outlook, and Teams.
High degree of technical and legal knowledge, including familiarity with the Internal Revenue Code and ERISA as they apply to qualified plans.
Communication – effective oral, written, and interpersonal skills; communicates clearly and interactively with team members and support staff
Judgment & problem-solving – proven organizational and problem-solving skills, with sound judgment on plan design and compliance matters
Client service – demonstrated ability to deliver quality customer service while managing multiple tasks with a high degree of accuracy
Ownership – a sense of urgency and commitment to timely, high-quality project completion, balanced with attention to detail and confidentiality
Collaboration – ability to work independently and within a team, bringing a positive, proactive, and entrepreneurial mindset

Nice To Haves

Bachelor's degree in business administration, business analytics, mathematical economics, finance, or a related field. Equivalent professional experience will be considered in lieu of a degree.
ASPPA: Qualified 401(k) Administrator (QKA), Qualified Plan Specialist (QKS), Qualified 401(k) Consultant (QKC), and/or Qualified Pension Administrator (QPA)
NIPA: Accredited 401(k) Specialist (AKS), Accredited Pension Administrator (APA), and/or Accredited Pension Representative (APR)
IRS Enrolled Retirement Plan Agent (ERPA)
NAPA: Certified Plan Fiduciary Advisor (CPFA) and/or Qualified Plan Financial Consultant (QPFC)
Experience with Stax.ai, FT William, and PensionPro strongly preferred; familiarity with ASC a plus.

Responsibilities

Be responsible for the full administration cycle for a block of defined contribution retirement plans
Perform non-discrimination and compliance testing, including ADP/ACP, 410(b) coverage, top-heavy, 415 annual addition limit, 401(a)(4) cross-testing and other necessary measurements
Calculate and allocate employer contributions
Reconcile payroll contributions to determine prior activity aligns with prior instructions and reconcile employee census data to determine current year plan eligibility
Review and approve participant distribution and loan requests performed by a centralized, supporting group
Review Qualified Domestic Relations Orders (QDROs) and calculate distributions to alternate payees
Reconcile trust assets and contributions, interpreting trust financial statements to resolve discrepancies
Support plan conversions and takeovers, including coordination with prior TPAs, investment advisors, and clients
Interpret plan document provisions to ensure accurate, compliant administration
Ensure clients adhere to 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 to ensure accuracy prior to delivery
Maintain and expand ERISA compliance and software knowledge in step with evolving regulations and our evolving technology platform capabilities
Serve as the primary point of contact and consultant for an assigned block of clients, guiding plan design and ongoing maintenance to meet their needs
Consult with clients on the timely deposit and remittance of deferrals and employer contributions
Assist clients in navigating plan sponsor and participant recordkeeping portals
Accompany relationship managers to client and participant meetings, contributing to discussion and presentation of plan results
Develop effective working relationships with clients, internal teams, and external advisors, recordkeepers, and auditors supporting shared client relationships
Identify and surface opportunities for new business development
Review, analyze, and summarize plan data in clear, succinct written communication to support Advisors, Consultants, and fellow Plan Administrators
Serve as a technical resource for research and plan analysis projects for internal and external clients
Align with continuing education requirements and pursue ongoing credentialing
Participate in professional organizations and independent study to stay current on ERISA and industry developments
Integrate new knowledge and skills into daily work, sharing insights with colleagues as appropriate