View All Jobs

Sr. Plan Administrator

Fully Remote TPA

(Remote)

What you will do:

• Communicate with client, accountant, attorney and investment advisor on plan related issues.
• Develop relationships with clients to establish long-term working relationships
• Preparation and review of annual reporting and use of judgement required on qualified defined contribution and/or defined benefit plans for review including: 
  • Review and Interpret the plan document specifications; 
  • Prepare optimum annual contribution allocations/outcomes;
  • Review reconciled trust accounts for trustee directed accounts; 
  • Perform non-discrimination testing (combined plan where applicable);
  • Calculate maximum benefits (415(b)) as needed;
  • Prepare IRS Forms 5330, and 5500 and all applicable schedules including schedules for audited plans; 
  • Work closely with CPA’s for audited large plan filers; and
  • Identify highly compensated and key employees and assure minimum allocations to non-highly compensated and non-key employees are met.
  • Utilize and maintain database fields tracking plan provisions, contact info, receipt of client data, and updated client information; 
  • Consult with clients regarding plan terminations; 
  • Review draft amendments and plan documents
• Maintain responsibility of client caseload management;
• Track data received and not received and follow up with related parties to receive data;
• Review of participant disclosures and notifications.

What you need to have:

• A High School Diploma or GED required; Bachelor’s degree strongly preferred;
• Professional designation (such as ASPPA, NIPA) preferred (example QKA, QPA, CPC, APA, EA, ERPA); 
• Minimum 3 years’ experience in third party administration 

Job Summary

The Senior Plan Administrator is the dedicated contact for a set group of clients and is responsible for guiding each client in maintaining compliance with IRS/DOL rules as it relates to their retirement plan. This individual is the face of ABC to the client and must build and foster these pre-existing client relationships. We pride ourselves on exceptional customer service and want the Senior Plan Administrator to showcase this in each client interaction. This role requires a thorough understanding of IRS/DOL rules, but also the ability to clearly explain these rules to the client in simple terms.

Primary Responsibilities:

• Dedicated Contact for assigned group of clients (Typically 80-100 Plans)
• Assist the client in ensuring the plan is meeting all retirement plan qualification guidelines
• Recommend changes to plan design or operation as needed
• Compliance testing and review of plan/participant limits
• Contribution reconciliation
• Employer contribution calculations
• Preparation & filing of annual DOL/IRS required forms

Primary Skills & Requirements:

• 3+ Years of experience is preferred
• ASPPA QKA Certification preferred (or interest in obtaining)
• Computer & technical literacy (Microsoft Office Suite)
• Exceptional communication skills (Written & Verbal)
• Accountable & self-sufficient
• Ability to adhere to deadlines
• Desire to provide extraordinary customer service

How to Apply

Please email your resume and compensation requirements to hr401kplan@gmail.com

A Verified Employer
Fully Remote TPA has trusted BenefitsLink to help reach qualified candidates for this opening.

View All Jobs

Manage This Listing (employer only)