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Retirement Plan Administrator
Established TPA
(Remote)
Salary Range: $80,000 – $110,000, depending on experience
Type: Full-time, permanent (additional hours during tax season)
About the Company
We're an independent third-party administration firm that has delivered innovative retirement plan design and administrative services since 1979. Our team is committed to providing outstanding service to our clients, and we're looking for an experienced administrator to help us keep doing exactly that.
About the Role
As a Retirement Plan Administrator, you'll manage all aspects of plan administration for your assigned clients. You'll be a trusted point of contact for them and will work both independently and alongside a collaborative team.
What You'll Do
- Handle all aspects of plan administration for your assigned clients
- Serve clients by phone and email
- Interpret plan documents
- Review employee data, determine eligibility, and reconcile contributions and assets
- Calculate contributions and perform compliance testing
- Prepare annual reports, including Form 5500
- Process termination distributions, loans, and hardships, and review Form 1099-R
- Conduct regulatory and compliance research and report on your findings as needed
What You Bring
Required
- Experience with Relius software (required for this remote position)
- Working knowledge of current ERISA, IRS, and DOL rules and regulations
- Proficiency in Microsoft Excel
- Strong math, analytical, and/or accounting skills
- Detail-oriented, with excellent organizational, case management, and time management skills
- A commitment to accurate, high-quality work
- Strong written and verbal communication skills
- Skill in building lasting client relationships
- The ability to work both independently and as part of a team
Preferred
- ASPPA designation
- College degree in Math, Business, or Accounting (though we welcome all candidates with relevant experience)
- Knowledge of cross-testing and 401(a)(4) testing
Why Join Us
You'll be part of a small, dedicated team where your work is valued and your expertise makes a real difference. We offer the flexibility of a fully remote role, competitive compensation, and the stability of a firm with decades of success behind it.
Not sure you check every box? If you have the Relius experience and a passion for plan administration, we'd love to hear from you.
How to Apply
To Apply, please send your resume to sczepiel@cps4jobs.com
About CPS: CPS is a recruiting firm specializing in retirement plan services, partnering with TPAs, recordkeepers, and financial companies to place talented professionals in roles where they'll thrive, learning each employer's culture and getting to know each candidate before making a match. Learn more on our website.