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Senior Account Administrator

Coastal Pension Services, LLC

in Remote / Columbia MD

Logo for Coastal Pension Services, LLC

The Senior Retirement Plan Administrator serves as the primary consultant for a dedicated book of clients and is responsible for providing the uppermost level of customer service while delivering accurate, timely deliverables.  The candidate will be a team player with a proven track record of being proactive, efficient and comfortable with deadlines.

Essential Functions and Primary Duties:

  • Primary contact for assigned block of clients
  • Effectively communicate with clients, advisors, auditors, tax professionals, etc.
  • Responsible for the overall client satisfaction on the assigned business
  • Perform all aspects of required annual administration to include annual non-discrimination testing, complex contribution calculations, asset reconciliation, government forms preparation
  • Ability to recommend plan design changes
  • Optimizes resources to resolve a variety of issues with clients, including inquiries on compliance, tax reporting, audits, and regulatory guidance

Preferred Qualifications:

  • Five years or more of retirement plan administration and/or compliance experience
  • Advanced understanding of cross-testing and complex compliance testing issues
  • Credentials with ASPPA
  • Possess advanced knowledge ERISA and other regulations
  • Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint)
  • Experience with ASC software is a plus
  • Ability to self-learn and develop technical knowledge quickly
  • Motivated team player with demonstrated interpersonal skills
  • Comfortable working with quick turnaround times and deadlines
  • Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization


About Coastal Pension Services, LLC
Third Party Administrative Firm specializing in the design and administration of Retirement Plans.  Have served the Baltimore/Washington business community since 1989.  Our employees are some of the most experienced in the region and we offer an unrivaled depth of insight and expertise.  We do not sell investments but work directly with Employers and their financial advisor to determine the package of retirement benefits that best meet their needs.  Our goal is to make the administration of an employer's retirement plan as painless and routine as it can be.

Equal Opportunity Employer
Must be authorized to work in the US.

Coastal Pension Services, LLC, a Blue Ridge Company 

How to Apply

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