Senior Retirement Plan Administrator

Careers@C&N • Wellsboro, PA

14h • Remote

About The Position

C&N is seeking a Senior Retirement Plan Administrator to oversee the administration, compliance, and ongoing success of retirement plans while delivering exceptional service to plan sponsors and participants. In this role, you’ll manage client relationships, oversee plan administration, ensure regulatory compliance, and identify opportunities to expand C&N’s Retirement Services offerings. This position offers the flexibility to work remotely; however, candidates must reside within 50 miles of a C&N location or be willing to relocate to be considered. You will be responsible for: Client Relationship Management: Serve as the primary contact for assigned retirement plans by building strong relationships with plan sponsors and participants while delivering exceptional customer service and ongoing support. Retirement Plan Administration: Administer qualified retirement plans by reviewing plan design, maintaining plan documents, overseeing compliance testing, coordinating plan conversions, and ensuring operational accuracy. Compliance & Regulatory Oversight: Monitor retirement plans for compliance with applicable regulations, assist with annual testing, Form 5500 preparation, disclosures, and recommend process improvements that strengthen operational effectiveness. Business Development & Relationship Growth: Identify opportunities to expand Retirement Services and other Wealth Management relationships through referrals, participant education, and collaboration with Financial Consultants. Participant Education & Support: Coordinate enrollment meetings, provide retirement education, respond to participant and sponsor inquiries, and help clients maximize the value of their retirement plans.

Requirements

• Bachelor's degree AND one 4-6 years of related experience and/or training OR an equivalent combination of education and experience.
• Securities Registration Qualified 401(k)
• Retirement Plan Administration
• Customer Relationship Management
• Regulatory Compliance
• Business Development
• Strong Communication
• Active Listening
• Critical Thinking
• Problem Solving
• Attention to Detail
• Analytical Skills
• Organization & Time Management
• Collaboration & Teamwork

Nice To Haves

• ASPPA Administrator

Responsibilities

• Serve as the primary contact for assigned retirement plans by building strong relationships with plan sponsors and participants while delivering exceptional customer service and ongoing support.
• Administer qualified retirement plans by reviewing plan design, maintaining plan documents, overseeing compliance testing, coordinating plan conversions, and ensuring operational accuracy.
• Monitor retirement plans for compliance with applicable regulations, assist with annual testing, Form 5500 preparation, disclosures, and recommend process improvements that strengthen operational effectiveness.
• Identify opportunities to expand Retirement Services and other Wealth Management relationships through referrals, participant education, and collaboration with Financial Consultants.
• Coordinate enrollment meetings, provide retirement education, respond to participant and sponsor inquiries, and help clients maximize the value of their retirement plans.

Benefits

• Generous vacation, personal, sick, family sick, and community service leave.
• 401(k) with pre-tax and ROTH contribution options and a safe harbor match, plus an Employee Stock Ownership Plan (ESOP).
• Health, dental, and vision coverage, including employer-paid premium options for employee-only coverage.
• Health Savings Account (HSA) and Flexible Spending Accounts (FSAs) for medical and dependent care.
• Employer-paid life and disability insurance.
• Additional voluntary coverages to meet your unique needs.
• Access to education and development programs and ongoing support for personal and professional growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior