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Retirement Plan Administrator

TPA Firm in Jacksonville, FL

in Jacksonville FL

Retirement Plan Administrator

A rapidly growing third party administrative firm in Jacksonville, FL seeks a Retirement Plan Administrator to manage the relationship and administration for 401(k) plans. Responsible for 75-90 clients; duties include gathering employee census data, annual non-discrimination testing, 5500 reporting, allocating contributions, processing loans and distributions.  Daily interaction with plan sponsors and financial advisors. Prior experience with Defined Benefit plans helpful but not required. The company offers competitive base salary, medical, dental, 401(k), group-term life, long-term disability, short-term disability, and supplemental insurance options.

The ideal candidate would have experience in the following:

  • At least 3-5 years direct industry experience
  • Industry designations such as ASPPA, CRPC, CRPS, ERPA and/or QKA are a plus
  • Reviewing and reconciling plan activity and assets
  • Preparing and filing of Form 5500 and related documents
  • Managing and meeting deadlines
  • Handling annual compliance testing (ADP/ACP, Top Heavy, 402(g), 415, etc.)
  • Good understanding of required participant disclosure notices and related deadlines
  • Communicating with clients - both verbally and in writing
  • Working with Microsoft Excel, Word, and Adobe PDFs
  • Experience working with FIS (Relius),, PensionPro a plus


  • Knowledge of retirement plan industry, ERISA regulations, and plan documents
  • Superior communication, customer service and interpersonal skills
  • Strong analytical, organizational and math skills
  • Self-motivated; demonstrated ability to work well in a small-business environment
  • Ability to organize, prioritize and multi-task



How to Apply

To apply, email cover letter and resume to

This ad has been viewed 459 times. It expires on 1/6/2018.

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