Accountabilities:
Manage a portfolio of approximately 65–75 qualified retirement plans, overseeing full-cycle administration from implementation through ongoing compliance support.
Perform annual compliance testing, including ADP/ACP, Top Heavy, 410(b), 401(a)(4), 414(s), Benefits, Rights & Features (BRF), and other nondiscrimination testing requirements.
Coordinate annual valuations and gather year-end census information in partnership with actuarial teams supporting Cash Balance and Defined Benefit plans.
Prepare and deliver retirement plan documentation, including Annual Valuation Reports, participant statements, Form 5500 filings, and client communications.
Review plan documents and provide recommendations for plan design improvements and compliance enhancements.
Process participant transactions, including distributions, loans, hardships, rollovers, and required plan amendments.
Prepare and file regulatory documentation, including Forms 5500, 8955-SSA, 5330, and other compliance-related filings.
Perform trust accounting activities for pooled investment accounts and self-directed brokerage accounts.
Analyze Controlled Group and Affiliated Service Group structures to determine compliance implications.
Import, validate, and reconcile participant census and financial data to ensure accuracy.
Act as a trusted advisor to clients by providing timely guidance on operational, regulatory, and retirement plan matters.
Support team development by sharing expertise, mentoring colleagues, and contributing to process improvements.
Requirements:
5–7+ years of full-cycle (A–Z) qualified retirement plan administration experience.
Demonstrated expertise managing complex defined contribution retirement plans with increasing technical responsibility.
Experience with MEP/PEP plans is strongly preferred.
Strong knowledge of retirement plan compliance regulations, testing requirements, and government filing processes.
ASPPA QKA designation is strongly preferred.
Excellent client relationship management, communication, and consulting skills.
Strong analytical, organizational, and project management abilities with exceptional attention to detail.
Solid mathematical and accounting aptitude with the ability to interpret complex plan data.
Ability to work independently, prioritize multiple responsibilities, and succeed in a fast-paced remote environment.
Strong problem-solving skills and a commitment to delivering high-quality client outcomes.
Benefits:
Competitive annual salary range of $80,000–$100,000.
Remote work opportunities with flexibility based on role and team requirements.
Hybrid options available for eligible locations.
Flexible paid time off programs, including competitive PTO options.
Comprehensive healthcare coverage, including medical, dental, vision, life, and disability insurance.
Opportunities for professional growth, continuous learning, and career development.
Inclusive and collaborative workplace culture focused on respect and teamwork.
Additional workplace perks, flexible schedules, and incentive bonus opportunities.
Benefits and programs may vary depending on partner and position.
How Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Why Apply Through Jobgether?
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
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