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Retirement Plan Administrator / Consultant
Compensation Planning Inc.
(Remote / Warwick RI / Hybrid)
Do you have a love of learning, problem solving, finding efficiencies and helping others? If so, our team might be a great fit. Compensation Planning Inc. is a boutique third-party administration firm that has served small businesses for nearly 50 years. We specialize in 401(k) and defined benefit plan design and administration, supporting nearly 1,000 plans. Our team of 18 is experienced and collaborative, with exceptional employee retention: the only administrator departures in the past 20 years have been due to retirement or a career change. We are seeking a responsible, talented, and dedicated Retirement Plan Administrator / Consultant who enjoys technical problem solving, client service, continuous learning, and taking ownership of a book of small-employer retirement plans. This role can be fully remote, hybrid, or based in our Warwick, RI office, and it offers a potential growth path into consulting or management for the right candidate.
YOUR RESPONSIBILITIES
- Manage an assigned caseload of 80+ small-employer 401(k) plans, serving as a trusted point of contact for clients, advisors, recordkeepers, and internal team members.
- Perform annual compliance testing, including Top Heavy, ADP/ACP, 401(a)(4), and 410(b) testing.
- Calculate employer contributions, including safe harbor, matching, profit sharing, and cross-tested allocations.
- Complete accrual-based trust accounting, asset reconciliation, and related review work, including plans on recordkeeping platforms and limited pooled or FBO accounts.
- Prepare Form 5500-SF and other required government filings accurately and on time.
- Interpret plan documents, provisions, census data, and contribution information to support accurate administration.
- Communicate clearly and professionally by phone and email, helping clients understand deadlines, requirements, testing results, and next steps.
- Stay current on retirement plan legislation, regulatory guidance, and industry best practices through self-study, webinars, and continuing education.
- Contribute to process improvements, special projects, and team initiatives as needed.
WHAT WE’RE LOOKING FOR
- 3+ years of experience in retirement plan administration, preferably with a TPA firm supporting defined contribution plans.
- Working knowledge of ERISA, IRS, and DOL rules affecting qualified retirement plans.
- Experience with annual compliance testing, contribution calculations, Form 5500 preparation, and plan document interpretation.
- Strong analytical skills, accuracy, and attention to detail, especially when working with census data, plan provisions, calculations, and deadlines.
- Clear written and verbal communication skills, with a client-service mindset and the ability to explain technical concepts in practical terms.
- Self-motivation, sound judgment, and the ability to manage priorities independently in a deadline-driven environment.
- Proficiency with Excel, Word, Outlook, Adobe PDF, and comfort learning industry-specific systems.
- ASPPA or NIPA designations and experience with Datair Pension software are preferred but not required.
Our standard work week is 37.5 hours with core business hours 9:30-4:00 ET. Like most retirement plan administration roles, this position requires additional hours during tax season but balanced by half day Fridays in the Summer.
We offer a competitive salary commensurate with experience and a comprehensive benefits package, including paid holidays and vacation, health insurance, disability and life insurance, educational reimbursement, generous HSA and 401(k) contributions. Team members working in the office also enjoy free snacks and tax-season meals. If you are looking for a stable, respected firm where your expertise matters, your work is appreciated, and you can build a long-term career alongside others that get excited about cross-testing, we would be glad to hear from you.
Compensation Planning Inc. is an equal opportunity employer. We welcome qualified candidates who bring integrity, curiosity, accountability, and a commitment to excellent client service.