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Senior Retirement Plan Administrator (TPA)

Kernutt Stokes

(Eugene OR / Bend OR / Corvallis OR / Lake Oswego OR / Hybrid)

About the Role

Kernutt Stokes is seeking a Senior Third Party Administrator (TPA) to join our growing retirement plan services team. This role is ideal for an experienced TPA professional with 3–5 years of hands-on plan administration experience who is ready to take ownership of a client book, serve as a technical resource, and contribute to the continued growth and quality of our retirement services practice.

The Senior TPA will manage complex qualified retirement plans, work directly with plan sponsors and advisors, and collaborate closely with internal tax, audit, and consulting teams.

Key Responsibilities

• Independently administer a portfolio of qualified retirement plans, including 401(k), profit sharing, and defined contribution plans
• Perform annual compliance testing, including ADP/ACP, coverage, top-heavy, and nondiscrimination testing
• Prepare and review Form 5500s, schedules, and related disclosures
• Complete plan allocations, contributions, vesting, forfeitures, and distributions
• Interpret plan documents and ensure ongoing IRS and DOL compliance
• Respond to client, advisor, and participant inquiries with professionalism and accuracy
• Coordinate plan amendments, restatements, and corrections
• Serve as a technical resource and mentor for junior TPA staff
• Partner with internal teams on plan design and consulting opportunities
• Maintain strong documentation and workflow management

Qualifications & Experience

• 3–5 years of experience in third-party retirement plan administration
• Demonstrated ability to manage plans independently
• Strong working knowledge of ERISA and IRS regulations
• Experience working directly with plan sponsors and advisors
• Excellent organizational and time-management skills

Preferred Certifications

• ASPPA credentials such as QKA or QPA strongly preferred
• Other relevant credentials (CPFA, CEBS) considered
• Bachelor’s degree in business, accounting, finance, or related field preferred

Technology

• Experience with TPA system, FT Williams, strongly preferred but not required
• Proficiency in Microsoft Excel and standard office applications

Why Kernutt Stokes

• Established Oregon-based firm with a collaborative culture
• Diverse client base and growth opportunities
• Professional development and credential support
• Competitive compensation and comprehensive benefits

How to Apply

You may apply at the link below. Please reach out to Christina Newland with questions at CNewland@KernuttStokes.com.

Apply Now

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