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Senior Retirement Plan Administrator

PlanPerfect, Inc.

(Remote)

ASC Required

Part-Time - Independent Contractor (1099)

About PlanPerfect

As PlanPerfect celebrates its 18th year, we continue to invest in technology, process improvements, and exceptional retirement plan professionals.

Headquartered in Newport Beach, California, with an additional office in Durham, North Carolina, we are a U.S.-based boutique Third Party Administrator serving clients nationwide. Our team works across multiple U.S. time zones using ASC, Stax Workflow Management, Google Workspace, Dropbox, Zoom, and Microsoft Office.

The Opportunity

We're seeking an experienced Defined Contribution Retirement Plan Administrator with advanced ASC experience to administer an assigned caseload of DC balance forward and daily valuation plans that we're migrating from Relius to ASC.

This is not a training position. Candidates must have a minimum of five years of current TPA experience and advanced, hands-on experience using ASC as their primary retirement plan administration software. Candidates who do not meet these minimum requirements will not be considered.

You'll work collaboratively with our Director of 401(k) Plan Administration and the PlanPerfect team as you assume responsibility for your assigned caseload.

Primary Responsibilities

• Administer an assigned caseload of DC balance forward and daily valuation retirement plans.
• Prepare annual compliance testing, employer contribution calculations, Forms 5500-EZ/SF, Forms 8955-SSA, and related annual filings.
• Research technical issues and develop practical, compliant solutions.
• Assist with plan corrections, special projects, and the migration of retirement plans from Relius to ASC.
• Collaborate with the PlanPerfect team to deliver accurate, timely administration and exceptional client service.

Required Experience

• Minimum of five years of current retirement plan administration experience with a Third Party Administrator.
• Advanced, hands-on experience using ASC as your primary retirement plan administration software.
• Independently administer DC balance forward and daily valuation retirement plans.
• Excellent technical, organizational, written, and verbal communication skills.

Who Succeeds at PlanPerfect

Retirement plan administration requires sound judgment. Every day presents situations that don't fit neatly into a checklist. Success requires professionals who enjoy thinking critically, researching solutions, and developing practical answers to complex administrative and compliance issues.

The professionals who are most successful at PlanPerfect:

• Take initiative and move work forward.
• Analyze issues and develop practical solutions before asking for direction.
• Know when to work independently and when collaboration adds value.
• Communicate proactively and keep clients and teammates informed.
• Produce accurate, high-quality work and take pride in getting the details right.
• Have a good sense of humor.

Engagement Details

• Remote, part-time, independent contractor (1099).
• Approximately 10 to 20 hours per week initially.
• Flexible schedule.
• Availability during Pacific Time business hours for collaboration.
• Weekly Zoom meeting every Monday at 10:30 a.m. Pacific Time.
• Optional workspace available in our Newport Beach, California, and Durham, North Carolina offices.

Compensation

Competitive hourly compensation based on experience.

 

How to Apply

To apply, please email your resume and the following information to info@planperf.com 

• Desired hourly rate.
• Number of years you have independently administered retirement plans using ASC as your primary retirement plan administration software.
• Brief summary of your experience administering both DC balance forward and daily valuation plans.

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