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Senior Retirement Plan Administrator
OneDigital
(Remote)
Summary:
The Senior Retirement Plan Administrator is responsible for managing a caseload of retirement plan clients, focusing on accurate plan administration, regulatory compliance, and proactive client relationship management. This role involves technical execution of plan operations, government filings, and participant transactions, while ensuring a high level of client satisfaction and retention.
Essential Duties and Responsibilities (includes but is not limited to):
Client Relationship Management
- Serve as primary relationship manager for assigned client caseload.
- Maintain high retention through proactive communication and service delivery.
- Serve as escalation resource for complex or high-risk client issues.
Plan Document Management
- Prepare, amend, and maintain plan documents.
- Ensure documents are updated with regulatory and plan changes.
Compliance & Testing
- Perform nondiscrimination testing (ADP/ACP, top-heavy, cross-tested).
- Monitor participant eligibility, contributions, and vesting schedules.
- Ensure compliance with ERISA, IRS, and DOL requirements.
Participant Transactions & Services
- Process distributions, hardship withdrawals, loans, RMDs, and QDROs.
- Provide guidance and support to participants and plan sponsors.
Recordkeeping & Data Management
- Maintain accurate participant census and payroll data.
- Reconcile contributions, employer match, and forfeitures.
- Ensure timely deposits of participant contributions.
Reporting & Filings
- Prepare government filings (Form 5500 and related forms).
- Provide required participant notices (Safe Harbor, fee disclosures, etc.)
Audits & Risk Management
- Support internal and external audit processes.
- Coordinate corrections for errors or non-compliance.
Cross-Functional Coordination
- Collaborate with recordkeepers, custodians, payroll providers, and advisors.
- Escalate and resolve complex client issues as needed.
Qualifications, Skills and Requirements:
- Experience with 401(k) and 403(b) plans
- Depth of knowledge in ERISA, DFVCP, VCP filings
- Proficient in Non-Discrimination testing (Section 401(a)(4), 401(a)(26))
- Microsoft Office (Excel, Word, PowerPoint), Adobe, Docusign
- Excellent customer service and communication skills
- Strong organizational, problem-solving, teamwork, collaboration skills
- Strong work ethic, productivity, professionalism
Education, Training and Experience:
- ASPPA and/or CEBS designation required
- 10+ years of experience in all aspects of retirement plan administration
- Experience with any/all of the following: 401(k) plans, 403(b) plans, defined benefit plans, DB/DC combo plans, MEPs/PEPs, FTWilliam systems
The typical base pay range for this role nationwide is $60,000 to $90,000 per year. Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. To learn more, visit: www.onedigital.com/careers