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Senior Retirement Plan Administrator (TPA)

Forrestall CPAs

(Remote / Buford GA)

About Forrestall CPAs

Forrestall CPAs is an established CPA and advisory firm based in Sugar Hill, Georgia, providing retirement plan administration, tax, accounting, business valuation, and financial advisory services to businesses and individuals.

Our retirement plan services team works closely with business owners and plan sponsors to provide personalized, responsive service and help clients navigate the complexities of qualified retirement plan administration.

Position Overview

We are seeking an experienced Senior Retirement Plan Administrator to join our retirement plan services team.

This is a hands-on technical position for a knowledgeable third-party administrator (TPA) who enjoys retirement plan compliance, problem-solving, and working directly with clients.

The successful candidate will take a leading role in the annual administration of qualified retirement plans, including independently performing compliance testing, preparing Forms 5500, calculating employer contributions, and addressing compliance matters.

This individual will take ownership of assigned client engagements, managing technical work, information requests, and applicable deadlines through completion. The position also involves direct communication with existing clients regarding annual administration, compliance requirements, and routine plan matters.

The Senior Retirement Plan Administrator will collaborate with retirement plan associates and administrative support staff, providing technical guidance and reviewing work as needed.

Reporting to the Manager of Retirement & Valuation Services, this position offers substantial independence in performing technical responsibilities without formal departmental management or supervisory obligations.

Key Responsibilities

Retirement Plan Administration & Compliance

• Independently perform annual nondiscrimination and compliance testing, including ADP/ACP, coverage, top-heavy, and other applicable tests.
• Prepare and review employer contribution calculations, including matching and profit-sharing allocations.
• Prepare, review, and file Forms 5500 and related annual reporting, working alongside other team members to ensure timely completion.
• Perform annual administration for 401(k), profit-sharing, and other defined contribution retirement plans, including census collection, data reconciliation, testing, and reporting.
• Take ownership of assigned retirement plan engagements, independently managing technical work, client information requests, and deadlines through completion.
• Proactively monitor assigned engagements, identify outstanding information or potential delays, and coordinate timely completion of deliverables.
• Identify, research, and assist in resolving plan compliance issues, including operational failures and corrections under applicable IRS and DOL programs.
• Assist with plan document preparation, amendments, restatements, and new plan implementations.
• Coordinate participant distributions, loans, required minimum distributions, and plan terminations as needed.
• Work with recordkeepers, financial advisors, payroll providers, and other service providers to obtain information and resolve administrative matters.

Client Communication & Service

• Communicate directly with plan sponsors regarding annual administration, required information, compliance testing results, and reporting obligations.
• Respond to routine client questions regarding retirement plan administration, contributions, and compliance requirements.
• Assist clients in understanding administrative requirements and applicable deadlines.
• Maintain timely, accurate, and professional communication with clients and other service providers.
• Refer complex or unusual matters to department leadership as appropriate.

Team Collaboration

• Work closely with retirement plan associates and administrative personnel to complete annual administration and compliance projects.
• Review and assist with technical work prepared by other team members as needed.
• Provide technical guidance and share knowledge with colleagues.
• Maintain accurate client records and documentation.
• Contribute to improvements in administrative processes and efficiency.

Qualifications

Required

• Minimum of 3–5 years of hands-on experience in qualified retirement plan administration, preferably in a TPA environment.
• Qualified 401(k) Administrator (QKA) designation or equivalent demonstrated technical knowledge and experience.
• Demonstrated ability to independently administer defined contribution retirement plans, including performing compliance testing, preparing Forms 5500, calculating employer contributions, and researching technical issues with minimal supervision.
• Strong understanding of 401(k), profit-sharing, and other defined contribution retirement plans.
• Experience with retirement plan administration software and the ability to learn new systems.
• Ability to independently manage multiple client engagements and deadlines.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to work independently and collaboratively in a fully remote environment.

Preferred

• Experience with ftwilliam.com, ASC, Relius, or comparable retirement plan administration software.
• Additional ASPPA credentials, including QPA or CPC.
• Experience with plan documents, amendments, restatements, and compliance corrections.
• Experience reviewing technical work prepared by other retirement plan administrators.
• Familiarity with multiple retirement plan recordkeeping platforms.

Compensation & Benefits

Annual Salary: $75,000–$90,000, depending on experience, credentials, and technical qualifications.

Forrestall CPAs offers a competitive compensation and benefits package, including:

• Fully remote work arrangement within the United States
• 100% employer-paid health, dental, and vision insurance premiums for individual employee coverage, with spouse and dependent coverage available at the employee's expense
• Employer-paid short-term disability insurance
• 401(k) retirement plan with a traditional safe harbor employer matching contribution
• Paid time off and paid holidays
• Continuing education and professional credential reimbursement
• Company-provided laptop and necessary work software following onboarding
• Opportunities for professional development and growth
• Collaborative and supportive team environment

Why Join Our Team?

This position offers an opportunity to become an integral part of an established retirement plan administration practice within a CPA and advisory firm.

Our team values technical expertise, attention to detail, responsive client service, and collaboration. The successful candidate will have the opportunity to take ownership of meaningful technical work, build relationships with clients, and contribute to the continued growth of our retirement plan services practice.

With a fully remote work arrangement and support from experienced colleagues, this position is well-suited for a retirement plan professional seeking greater independence and long-term career development.

How to Apply

To apply, please email your résumé to info@forrestallcpas.com with "Senior TPA" in the subject line.

Candidates should highlight their retirement plan administration experience, professional credentials, and familiarity with retirement plan administration software, particularly experience with compliance testing, Form 5500 preparation, and employer contribution calculations.

We look forward to hearing from qualified candidates interested in joining Forrestall CPAs.

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