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Retirement Plan Administrator

Equity Trust Company

in Westlake OH

The Qualified Plans Specialist II administers Solo 401(k) plans, including calculating contributions, monitoring IRC 415 limits, providing annual reports, and developing client relationships. Serves as a liaison between the Third-Party Administrator (TPA) and the client. Handles customer service inquiries with multiple participant plans and troubleshoots operational issues with plan design and annual regulatory compliance requirements. Serves as a subject matter expert to all team members.


  • Responds to inquiries from third party administrator and plan sponsors regarding: account balances; trade information; all aspects of participant distributions; tax reporting questions and alternative investment questions; payroll processing; participant loan administration program
  • Builds relationships with clients to ensure continued plan retention
  • Facilitates transfers and rollovers to and from custodians and processes distributions
  • Reviews and answers Form 1099-R tax reporting and tax coding inquiries
  • Ensures accurate and timely communication with the plan administrator on participant enrollment, annual compliance testing, IRS regulatory filings, annual participant notifications, and payroll and census processing
  • Prepares Forms 5500 EZ and 5500 SF, plan conversions, plan amendments, and plan document restatements


  • Ensures data accuracy and reconciles accounts
  • Coordinates all aspects of plan conversions and de-conversions
  • Performs other duties as assigned


Education and Experience:

  • Bachelor’s Degree in Accounting, Finance, or related field; equivalent experience may be considered in lieu of a degree
  • Minimum 2 years of experience in a financial services operation’s environment
  • Minimum 5 years of experience with 401(k) plans


  • Qualified 401(k) Administrator (QKA) preferred


  • Intermediate level proficiency in Microsoft office
  • Working knowledge of: DOL/IRs rules and regulations; 1099-R tax reporting and coding; participant distributions; mutual fund share classes; daily automated mutual fund trading platforms and recordkeeping systems (Relius, SGN, Schwab, Matrix); plan provisions and eligibility; mutual funds and other (401k) investments 

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