Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Compliance Specialist II

EPIC Retirement Plan Services
(Remote / AL / AZ / CO / CT / FL / GA / IA / IL / IN / MA / MD / ME / MI / MN / MO / NC / NE / NH / NV / NY / PA / SC / TN / TX / UT / VA / VT / WI / WY)

EPIC Retirement Plan Services logo

In-house Counsel, Legislative and Regulatory Advisor

Cheiron, Inc.
(Mc Lean VA / Charlotte NC / Chicago IL / CA / MD / NJ / NY / PA)

Cheiron, Inc. logo

Principal Benefits Expert

(Remote / Portland OR)

Retirement Plan Administrative Specialist

Mueller Financial Services
(Elgin IL / Chicago IL / Orland Park IL)

Mueller Financial Services logo

Documents and Operations Coordinator

Jordan & Associates Retirement Services
(Remote / Santa Rosa CA)

Jordan & Associates Retirement Services logo

Retirement Plan Administrator

The Nolan Company

The Nolan Company logo

Retirement Plan Administrator

Midwest Independent TPA Firm
(Remote / Kenosha WI)

ESOP Administrator

Blue Ridge ESOP Associates

Blue Ridge ESOP Associates logo

Quality Control Specialist

(West Harrison NY)

Pentegra logo

Client Service Specialist

EPIC Retirement Plan Services
(Remote / AL / AZ / CO / CT / FL / GA / IA / IL / IN / MA / MD / ME / MI / MN / MO / NC / NE / NH / NV / NY / PA / SC / TN / TX / UT / VA / VT / WI / WY)

EPIC Retirement Plan Services logo

Plan Document Specialist

The Ryding Company
(Remote / CA / HI / NC / NY / PA / TX / UT)

The Ryding Company logo

Experienced Retirement Plan Administrator

Karel-Gordon & Associates
(Remote / Deerfield IL)

Karel-Gordon & Associates logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

View All Jobs, Sorted by Date

Plan Administration Manager


in Fort Worth TX

Logo for FranFund

SUMMARY / OBJECTIVE:  The Plan Administration Manager is primarily responsible for managing our TPA associates and working with our TPA clients on complex retirement plans.  The manager contributes to existing programs while assisting with the development of new initiatives aligned with company and client goals. Additionally, the manager must be an organized multitasker with the ability to manage and delegate projects, review, and improve departmental processes, and meet tight deadlines.


  • Analyze data and situations and develop solutions. Influence and guide senior management and external parties on actions to be taken.
  • Exercise judgment within generally defined precedents and policies, develops proactive plans to ensure that the plans remain compliant, initiates and plans projects, and develops the project design and schedule to meet overall objectives.
  • Promptly respond to inquiries, identify issues, and develops solutions to complex and diverse challenges concerning employees, managers, and external parties on subjects that relate to retirement plans, some of which contain confidential and sensitive information, which require tact and discretion in handling.
  • Plan, coordinate, and initiate employee, manager, and vendor interactions to ensure effective communications and handles elevated customer service matters from employees.
  • Perform compliance testing, including Actual Deferral Percentage (ADP) and Actual Contribution Percentage (ACP), coverage, etc. The plans assigned to the department manager will be more complex in nature as it relates to testing, contributions, etc.
  • Confirmation of participant eligibility and vesting
  • Preparation of plan reports, plan amendments and restatements, Forms 5500, related schedules, and Forms 1099-R
  • Reconciliation of trust assets and client issue resolution
  • Calculation and allocation of contributions and matching contributions
  • Advise clients on corrective procedures when plan failures are found. Calculate corrective costs when necessary and prepare corrective fillings when needed (form 5330)
  • Develop strong relationships with internal staff for both superior client servicing and cross-selling efforts
  • Train, manage, coach, and evaluate the performance of Plan Administrators I and II
  • Participate in the recruitment, interviewing, and hiring of Plan Administrators I and II
  • Communicate with delinquent clients
  • Assist clients with plan design, employee enrollments, strategies for maximizing plan benefits, provide audit support, facilitate second investments, and exit strategies (closing plan, stock buyback)
  • Develop and utilize quality control procedures
  • Make recommendations and revisions of the procedure manual as needed
  • Responsible for observing all laws, regulations, and other applicable obligations wherever and whenever business is conducted on behalf of the Company.
  • Participate in continuing education/training to keep current with the changing laws and regulations related to defined contribution plans, as well as the use of software systems
  • Contribute content to the company newsletter
  • Other duties as assigned


  • High school diploma
  • Minimum of five years of retirement plan administration experience
  • Strong understanding of retirement plans, ERISA, and the Internal Revenue Code
  • Understand plan documents (Basic Plan Document, Adoption Agreement, Summary Plan Description (SPD), Amendments, Summary of Material Modifications (SMM), and annual notices)
  • ASPPA designation (QKA or similar) or comparable industry experience
  • Willingness to work extended hours to meet pre-determined goals and deadlines
  • Advanced experience with all Microsoft Office products
  • CRM experience (preferably Salesforce)


  1. Customer/client focus
  2. Leadership
  3. Technical expertise
  4. Communication proficiency
  5. Problem-solving/analysis/critical thinking
  6. Discretion and independent judgment
  7. Adaptability to changing priorities
  8. Organization
  9. Teamwork
  10. Time Management

How to Apply

Apply Now

View All Jobs, Sorted by Date

Manage This Listing (employer only)

© 2022, Inc.