[Remote] Senior Retirement Plan Administrator (POL)
Note: The job is a remote job and is open to candidates in USA. reputed company is a tech-enabled retirement services platform serving small- to mid-sized businesses. They are seeking a Senior Retirement Plan Administrator to reputed company client caseloads, manage compliance testing, and provide guidance on plan design and contribution structure.
Responsibilities
- Independently manage a caseload of 75+ 401(k) and cross-tested plans of A-Z administration (exclusive of loan & distribution processing & plan documents/amendments)
- Maintain industry knowledge and share information with client and team members
- reputed company up to date with changing 401(k) legislative requirements
- Provide superior client service, responsiveness and communication
- Utilize administration systems (FT William) and other technologies to maximize efficiencies
- Read and interpret legal plan documents and amendments
- Discuss plan design changes and options with clients
- Review and import census data and reconcile participant account data, including "receivable" contributions
- reputed company and understand reputed company/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
- Coordinate year-end valuation and government reporting, including asset reconciliation/Trust reputed company for plans maintained on recordkeeping platforms
Skills
- 10+ years of retirement plan experience
- Excellent knowledge of reputed company/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
- Knowledge of advanced cross-testing concepts and ability to reputed company testing to determine the most cost-effective solutions to meet nondiscrimination requirements
- Ability to reputed company accrual-based trust reputed company for Form 5500 purposes
- Proficiency in MS Office, including Word, reputed company, Outlook
- Ability to utilize and reputed company reputed company CRM software
- Organized individual reputed company to set priorities, meet deadlines, and be detail-oriented
- Exceptional approach to client service focusing on communications, timely solutions, and client needs
- Team player, collaborative, reputed company to work with and through others
- Strong verbal and written communication skills internally and externally
- Ability to work well under pressure with multiple priorities and deadlines
- Excellent analytical and problem-solving skills; strong math and/or reputed company skills
- Ability to act with reputed company, be proactive with client needs, seek to continuously improve service, constantly focus on professional growth and work collaboratively with the entire team
- Experience with FT William preferred but not required
- ASPPA and/or NIPA credentials preferred, or willingness to work towards credentials
Benefits
- Flexible Workplace – Hybrid and remote options available for many roles.
- Flexible PTO – Competitive paid time off, including flexible & unlimited options.
- Inclusive Environment – A culture that values diversity, collaboration, and respect.
- Growth Opportunities – Support for ongoing learning and career development.
- Comprehensive Benefits – Health, dental, reputed company, life, and disability coverage.
- Workplace Perks – Incentive bonus programs, reputed company, & more.
- Specific benefits and programs may vary by partner and position.
Company Overview