Senior Retirement Plan Administrator

OneDigital

3d • $70,000 - $100,000

About The Position

The Senior Retirement Plan Administrator is responsible for managing a caseload of retirement plan clients, focusing on accurate plan administration, regulatory compliance, and proactive client relationship management. This role involves technical execution of plan operations, government filings, and participant transactions, while ensuring a high level of client satisfaction and retention.

Requirements

• Experience with 401(k) and 403(b) plans
• Depth of knowledge in ERISA, DFVCP, VCP filings
• Proficient in Non-Discrimination testing (Section 401(a)(4), 401(a)(26))
• Microsoft Office (Excel, Word, PowerPoint), Adobe, Docusign
• Excellent customer service and communication skills
• Strong organizational, problem-solving, teamwork, collaboration skills
• Strong work ethic, productivity, professionalism
• ASPPA and/or CEBS designation required
• 10+ years of experience in all aspects of retirement plan administration
• Experience with any/all of the following: 401(k) plans, 403(b) plans, defined benefit plans, DB/DC combo plans, MEPs/PEPs, FTWilliam systems

Responsibilities

• Serve as primary relationship manager for assigned client caseload.
• Maintain high retention through proactive communication and service delivery.
• Serve as escalation resource for complex or high-risk client issues.
• Prepare, amend, and maintain plan documents.
• Ensure documents are updated with regulatory and plan changes.
• Perform nondiscrimination testing (ADP/ACP, top-heavy, cross-tested).
• Monitor participant eligibility, contributions, and vesting schedules.
• Ensure compliance with ERISA, IRS, and DOL requirements.
• Process distributions, hardship withdrawals, loans, RMDs, and QDROs.
• Provide guidance and support to participants and plan sponsors.
• Maintain accurate participant census and payroll data.
• Reconcile contributions, employer match, and forfeitures.
• Ensure timely deposits of participant contributions.
• Prepare government filings (Form 5500 and related forms).
• Provide required participant notices (Safe Harbor, fee disclosures, etc.)
• Support internal and external audit processes.
• Coordinate corrections for errors or non-compliance.
• Collaborate with recordkeepers, custodians, payroll providers, and advisors.
• Escalate and resolve complex client issues as needed.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees