Retirement Plan Administrator - Remote

Overview

The Retirement Plan Administrator will manage the complete administration of a caseload including compliance testing, valuation reporting, and client communication, ensuring accurate and compliant retirement plan operations.

In Short

• Administer full-cycle plan operations for 401(k) and retirement plans.
• Perform compliance testing including ADP/ACP and Top Heavy testing.
• Coordinate year-end valuations and interpret plan documents.
• Process participant transactions such as loans and distributions.
• Prepare and file IRS forms including 5500 and 8955.
• Reconcile plan assets and complete trust accounting tasks.
• Manage census and participant data.
• Communicate effectively with clients on plan issues.
• Leverage technology to improve processes.
• Other duties as assigned.

Requirements

• Bachelor's degree in Business, Finance, or related field.
• 3-5+ years of experience in retirement plan administration.
• Understanding of regulatory compliance and testing standards.
• Knowledge of ERISA regulations.
• Proficient in Relius Administration software (preferred).
• Strong organizational and project management skills.
• Detail-oriented with solid math/accounting skills.
• Able to thrive in a remote work environment.
• ASPPA credentials (or in progress) preferred.
• Proficient in Microsoft Office 365.

Benefits

• Flexible workplace with hybrid and remote options.
• Unlimited paid time off.
• Inclusive environment valuing diversity and collaboration.
• Opportunities for ongoing learning and career development.
• Comprehensive benefits including health, dental, and vision.
• Workplace perks including incentive bonuses and flexible hours.