Team Lead, MEP/PEP Administration, (PFS)
About The Position
Pension Financial Services (PFS), a Strongpoint Partner, is seeking an experienced Retirement Plan Team Lead to manage a portfolio of approximately 65–75 qualified retirement plans while providing leadership and oversight to a Retirement Plan Administrator on their team. This role is ideal for a seasoned retirement plan professional with 10+ years of full-cycle (A-Z) administration experience, advanced technical expertise, and a passion for mentoring others while delivering exceptional client service. The successful candidate will possess extensive experience administering complex defined contribution plans, including cross-tested, combo, multiple employer, pooled employer, and group of plans. They will serve as both a technical resource and people leader, ensuring high-quality client service, maintaining workflow efficiency, and supporting the professional development of their team member. PLEASE NOTE: This is a fully remote position for candidates in the Eastern and Central time zones only; due to the primary locations of our client teams, preference will be given to those in the Atlanta area who are able to work on a hybrid schedule.
Requirements
- 10+ years of full-cycle (A-Z) qualified retirement plan administration experience.
- Demonstrated experience administering complex defined contribution retirement plans with increasing technical responsibility.
- ASPPA QKA designation required.
- Strong expertise with: Non-discrimination testing, including 401(a)(4), 414(s), and Benefits, Rights & Features testing; Controlled Group and Affiliated Service Group rules; Trust accounting; Complex plan designs including PEPs, MEPs, Group of Plans, and combo DC/CB or DC/DB arrangements.
- Prior experience leading or mentoring retirement plan administration staff.
- Excellent client relationship management and communication skills.
- Strong analytical, organizational, and project management abilities.
- Detail-oriented with exceptional mathematical and accounting aptitude.
- Ability to work independently in a fast-paced remote environment while managing multiple competing priorities.
Nice To Haves
- QPA and/or Certified Pension Consultant (CPC/CBS or equivalent advanced credential) strongly preferred.
Responsibilities
- Administer a portfolio of approximately 65–75 qualified retirement plans from A-Z.
- Perform annual compliance testing including ADP/ACP, Top Heavy, 410(b), 401(a)(4), 414(s), Benefits, Rights & Features (BRF), and other required nondiscrimination testing.
- Administer complex plan designs including: Safe Harbor, Profit Sharing, Cross-Tested/New Comparability, Combo Defined Contribution/Cash Balance and Defined Contribution/Defined Benefit plans, Pooled Employer Plans (PEPs), Open and Closed Multiple Employer Plans (MEPs), Group of Plans (GOPs).
- Coordinate annual valuations and collect year-end census information for actuarial partners supporting Cash Balance and Defined Benefit plans.
- Deliver contribution options, Annual Valuation Reports (AVRs), participant statements, Form 5500 filings, and client communications related to combo plans in partnership with the actuarial team.
- Review and interpret plan documents and recommend plan design enhancements.
- Process participant transactions including distributions, loans, hardships, rollovers, and required plan amendments.
- Prepare and file government forms including Forms 5500, 8955-SSA, 5330, and related compliance filings.
- Perform trust accounting for both pooled investment accounts and self-directed brokerage accounts.
- Analyze Controlled Group and Affiliated Service Group ownership structures to determine plan compliance requirements.
- Import, validate, and reconcile participant census and financial data.
- Serve as a trusted advisor to clients by providing timely guidance on operational and compliance matters.
- Provide day-to-day leadership and oversight for an assigned Retirement Plan Administrator.
- Monitor workflow and production for both personal and team workloads to ensure deadlines and service standards are consistently met.
- Review team member work for accuracy, completeness, and quality.
- Serve as the escalation point for Tier 2 client issues and assist team members in resolving complex administrative or compliance matters.
- Conduct annual performance reviews and provide ongoing coaching, mentorship, and development.
- Foster collaboration, accountability, and continuous process improvement within the team.
Benefits
- Health, dental, vision, life, and disability coverage.
- Flexible PTO – Competitive paid time off, including flexible & unlimited options.
- Incentive bonus programs.
- Support for ongoing learning and career development.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
