View All Jobs

Retirement Plan Administrator

Retirement Solutions Specialists

(Remote / Jacksonville FL / Hybrid)

Do you enjoy A-Z Administration and Client Relations and being a mentor?  Do you want to join a growing small business, TPA firm, with a solid reputation where we pride ourselves on having a collaborative, positive, family-like work environment? 

We are currently seeking full-time Senior Retirement Plan Administrator to join our growing TPA firm.

**EXPERIENCE WITH POOLED & BROKERAGE ACCOUNTS AND/OR 3(16) EXPERIENCE PREFERRED**

We offer a competitive compensation and benefits package. This position can be either in-office or remote.  

The ideal candidate will:

• Currently hold an active QKA Designation or higher designation
• Have a minimum of 3 years of experience with 401(k) retirement plans, preferably in a TPA environment
• Have 1-2 years of accounting experience is a plus
• Thrive in a fast paced, high-pressure environment
• Work efficiently in a remote environment (if applicable)

Job Responsibilities include:

• Administer an assigned book of plans to include reviewing and reconciling plan activity and assets and prepare Form 5500; coordinate with plan sponsors to help ensure timely filing
• Run annual compliance tests and deliver report packages timely
• Partner with Sales on plan design questions/recommendations
• Review plans for RMDs, calculate RMDs when needed
• Provide superior customer service, including problem solving with minimal inconvenience to clients
• Work both independently and collaboratively with team members and managers
• Partner and communicate effectively with plan sponsors, attorneys, actuaries, and financial advisors
• Review calculations
• Mentor and support a small team of Plan Administrators
• Review work and provide feedback and guidance as needed
• Train and mentor team members to assist in their professional development
• Be a resource for compliance research and recommendations
• Stay current with ERISA laws through self-study and company-sponsored training sessions
• Ensure deadlines are met throughout the Plan Year
• May manage special projects as assigned
• Work independently with Microsoft Outlook, Excel, Word, and Adobe PDFs
• Work independently with Relius, ftwilliam.com and PensionPro
• Be a team player
• Have knowledge and experience of various recordkeeping sites
• Possess strong time management and organizational skills
• Possess good interpersonal skills, including oral and written communication
• Possess good reconciliation skills and strong problem-solving skills
• Be capable of multi-tasking, while maintaining focus and attention to details

Benefits for Full-Time (Salaried- Exempt) Employees include a 401(k) Plan with 3% SH-NEC Employer contributions, a flexible time off policy, paid sick time, paid Holidays (NYSE Market Holidays), Company paid Short-Term Disability and Life Insurance, all in addition to Medical, Dental and Vision options. 

Annual Salary Range (based on experience): $60,000 - $90,000 plus Discretionary Bonus

How to Apply

To apply, please email your resume to jobs@retiresolutions.net

A Verified Employer
Retirement Solutions Specialists has trusted BenefitsLink to help reach qualified candidates for this opening.

View All Jobs

Manage This Listing (employer only)