Team Lead Retirement Plan Analyst (Total Administration)
About The Position
The Team Lead Retirement Plan Analyst supports the Retirement Plan Services team by providing guidance, training, and escalation support to analysts while maintaining a personal caseload of retirement plan administration work. The role requires technical knowledge of qualified retirement plans, strong client service skills, and an interest in mentoring and developing colleagues. The position works closely with leadership to support team development, exceptional service delivery, and regulatory compliance. The role combines team leadership with retirement plan administration. Responsibilities include supporting analysts and monitoring workflow, administering plan transactions, conducting compliance testing, preparing regulatory filings, interpreting plan documents and regulations, resolving operational issues, communicating with clients, and collaborating with internal teams and vendors. The position is fully remote, with residence required in one of the listed states.
Requirements
- Bachelor's degree or an equivalent combination of education, training, and experience.
- Strong knowledge of retirement plan administration, compliance testing, and IRS regulations.
- Excellent analytical, organizational, and problem-solving skills.
- Strong attention to detail and ability to manage multiple priorities.
- Outstanding written and verbal communication skills.
- Advanced customer service and client relationship management abilities.
- Ability to work independently and collaboratively in a team environment.
- Proficiency in Microsoft Excel, Word, and Outlook.
Nice To Haves
- At least one year of Total Administration experience.
- ASPPA credentials or active pursuit of ASPPA certification.
- Experience preparing Form 5500 filings and performing compliance testing.
- Experience training, mentoring, or providing technical guidance to team members.
Responsibilities
- Serve as a primary point of contact for team escalations and technical support.
- Assist with onboarding, training, and ongoing development of Retirement Plan Analysts.
- Provide feedback to management for analyst performance reviews.
- Promote a positive, collaborative team environment.
- Support company policies and advocate for continuous improvement initiatives.
- Assist team members in using internal resources, reference materials, and knowledge management tools.
- Monitor team workflow and provide reporting and progress updates to management.
- Perform retirement plan administration, including contributions processing, participant loans, distributions, and qualified employer securities transactions.
- Conduct nondiscrimination and compliance testing.
- Develop corrective strategies for testing failures and recommend plan design improvements.
- Prepare signature-ready Form 5500 filings and other regulatory reports.
- Review and interpret plan documents to ensure compliance with IRS and Department of Labor regulations.
- Research and resolve operational and regulatory compliance issues.
- Communicate complex retirement plan regulations clearly to clients.
- Educate plan sponsors on fiduciary responsibilities and plan administration requirements.
- Participate in client meetings and assist in resolving client concerns.
- Maintain accurate workflow tracking in PensionPro, Ft. Williams, and CRM systems.
- Collaborate with internal teams, vendors, and clients to ensure timely resolution of plan issues.
- Manage special projects and additional responsibilities as assigned.
Benefits
- Medical, dental, and vision insurance.
- LTD and STD.
- Generous paid time off and paid holidays.
- Fully remote work environment.
- Ongoing professional development and career growth opportunities.
- Collaborative, supportive team culture.
- Stable company with a strong reputation and long-tenured employee.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
