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Retirement Plan Administrator / Team Lead

Compensation Planning Inc.

(Remote / Warwick RI)

Do you have a love of learning, problem solving, and helping others? If so, you should strongly consider joining our team of 16, that average over 20+ years of experience in the industry and almost 15 years of service with our firm. We are a boutique third-party administration firm specializing in 401(k) and DB/Cash Balance plan design and administration for almost 1,000 small businesses. We have been in business for almost 50 years and have a great local reputation. About 1/2 of our staff are full-time remote employees, with many others working a hybrid model. We are looking to add a detailed, analytical, self-motivated, and client-oriented candidate that is ready to manage a caseload of small employer 401(k) plans and review work of other team members. If interested in getting involved in new business, there would also be potential opportunities.

RESPONSIBILITIES OF THE POSITION

• Performing compliance testing, including Top Heavy, ADP/ACP, 401(a)(4), and 410(b)
• Calculation of contributions including matching, safe harbor, and profit sharing (cross-tested)
• Accrual-based trust accounting and asset reconciliation (most plans on record-keeping platforms)
• Allocation of earnings for small amounts of pooled and FBO accounts
• Preparation of 5500-SF and other government forms
• Interpreting plan documents and provisions
• Promptly replying professionally via phone and email to questions from assigned 60+ clients
• Remaining up-to-date with current legislation and proposed legislative changes related to retirement plans through self-study and webinar training
• Assist with other tasks and projects as assigned
• Review work of other team members

REQUIRED EXPERIENCE AND SKILLS

• Working knowledge of ERISA, IRS, and DOL regulations
• Strong verbal and written communication skills, with an emphasis on customer service and ability to positively engage with team members
• Excellent analytical capabilities, with great attention to detail
• Ability to solve problems efficiently while being innovative and creative alone or in a team
• Strong organizational skills: track tasks, set goals, and prioritize in a fast-paced environment
• Proficient in the use of Excel, Word, Outlook, and Adobe PDF
• ASPPA or NIPA designation – preferred, but not required
• Experience with Datair Pension software – preferred, but not required
• Minimum of 3+ years’ experience working for a TPA firm – STRONGLY preferred

This position requires extended work hours during peak periods (January to April) beyond the normal 37.5 hour work week. This can be a fully remote position OR in-person/hybrid in Rhode Island.

Competitive salary commensurate with experience. Full benefits package, including paid holidays and vacation, health, disability and life insurance, educational reimbursement, and generous HSA and 401(k) contributions. ½ day Fridays in the Summer are popular. 

How to Apply

** If you want to join some fellow pension nerds and join a caring and fun team, please upload your Resume through the bottom of our careers section of our website linked below with the file format named ‘Last Name_First Name – Resume’ and answer the prompt explaining why you think we would be a good fit for you and you for us to grow with our firm. **

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