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Senior Plan Administrator
Growing National Provider
(Remote)
Are you the person everyone turns to when it comes to compliance testing, resolving complex plan issues, and providing trusted guidance to plan sponsors?
Established and growing retirement services firm seeking an experienced Senior Plan Administrator to join their team. This is an excellent opportunity for someone who enjoys the technical side of qualified plan administration but also wants to make a broader impact by mentoring others and helping shape the future of the department.
If you're looking for more than just another caseload, this position offers a genuine opportunity to grow into a leadership role.
What You'll Be Doing
- Administer a diverse caseload of qualified retirement plans from start to finish.
- Perform and review annual compliance testing, including ADP/ACP, Top Heavy, Coverage, 410(b), 401(a)(4), and related nondiscrimination testing.
- Prepare and review Form 5500 filings and supporting schedules.
- Consult directly with plan sponsors, financial advisors, and CPAs regarding plan design, compliance matters, and operational questions.
- Research and resolve complex compliance and administrative issues.
- Review plan documents and ensure plans remain compliant with IRS and DOL regulations.
- Assist with plan corrections and operational compliance matters when needed.
- Mentor and support junior administrators while serving as a technical resource for the team.
- Contribute to process improvements and departmental initiatives.
Qualifications
- 5+ years of qualified retirement plan administration experience with a TPA, recordkeeper, consulting firm, or retirement services provider.
- Strong knowledge of ERISA, IRS qualification requirements, and qualified plan compliance.
- Extensive experience performing compliance testing and preparing Form 5500s.
- Ability to confidently consult with plan sponsors regarding plan operations and compliance issues.
- Excellent analytical, organizational, and communication skills.
- Experience with systems such as FTW, Relius, ASC, PensionPro, Datair, or similar administration software is preferred.
- ASPPA/NIPA credentials (QKA, QKC, CPC, etc.) are a plus but not required.
Why Consider This Opportunity?
- Established and financially stable organization with an outstanding reputation.
- Leadership team that values technical expertise and employee development.
- Collaborative culture where your ideas and experience are appreciated.
- Opportunity to mentor staff and transition into management.
- Competitive compensation based on experience.
- Comprehensive benefits package.
- Excellent work-life balance and long-term career stability.
Compensation: 80,000 -125,000 base, plus bonus
How to Apply
To apply, please email your resume to sanderson@cps4jobs.com