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Retirement Plan Administrator

National TPA

in Remote

Daily Remote Responsibilities Include:

  • Daily communication with Plan Sponsors via email, phone calls and GoToMeetings
  • Eligibility Determination
  • Allocations, Reconciliations and Terminations of plan experience is necessary.
  • Preparation of Forms 5500-SF and 8955-SSA
  • Reconciliation of trust assets
  • Plan Document amendments and restatements as needed
  • Annual compliance testing including ADP/ACP, 410(b), 401(a)(4) and top heavy non-discrimination testing
  • Contribution Calculation

Ideal Candidate has:

  • At least 2 years of retirement plan administration experience
  • No designations required.
  • Experience in Defined Contribution and/or Defined Benefit plans will be considered/
  • Experience in 100 plans or less.
  • Experience with Datair, Relius and or similar software
  • A proven track record of accurately and efficiently performing valuation and trust accounting work for retirement plans
  • Strong organizational skills and the ability to work independently
  • Proficiency in Excel, Word and Outlook
  • Ability to work within stringent deadlines that sometimes require extra hours during our busy season
  • Excellent client communication skills
  • Ability to handle duties with confidentiality and extreme professionalism

If you do not have hands on expierence within the retirement industry, it would not be a good fit for this opening. 

How to Apply

To apply, please send resume to

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