Retirement Plan Administrator

This is a fully remote position, open to applicants in Louisiana.

📋 Description

• Manage A-Z administration for a portfolio of 401k and cross-tested plans independently.

• Conduct ADP/ACP compliance testing for plans accurately and in a timely manner.

• Stay updated with industry knowledge and disseminate information to team members.

• Leverage Relius ASP systems and other technologies to enhance efficiencies.

• Evaluate and propose modifications to plan designs for clients.

• Oversee year-end valuation processes.

• Analyze and interpret plan documents.

• Import census and participant account information.

• Execute asset reconciliation and trust accounting tasks.

• Manage all preparations and submissions for forms 5500, 8955, and 5330.

• Assess applications for loans, hardship withdrawals, and account distributions.

• Perform additional duties as assigned.

⛳️ Requirements

• 3-5 years of comprehensive experience in retirement plan administration.

• Strong understanding of ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4) non-discrimination testing.

• ASPPA and/or NIPA credentials are preferred.

• Experience with Relius ASP software is highly preferred.

• Exceptional verbal, written, analytical, and organizational skills with a keen eye for detail.

• Outstanding customer service abilities.

• Proficient in math and/or accounting.

• Demonstrated initiative, integrity, self-motivation, and a results-driven mindset.

• Capacity to organize, prioritize, and adhere to deadlines.

• Strong proficiency in MS Office, particularly Excel and Word.

🏝️ Benefits

• Flexible Workplace – Hybrid and remote options available for many roles.

• Flexible PTO – Competitive paid time off, including flexible & unlimited options.

• Inclusive Environment – A culture that values diversity, collaboration, and respect.

• Growth Opportunities – Support for ongoing learning and career development.

• Comprehensive Benefits – Health, dental, vision, life, and disability coverage.

• Workplace Perks – Incentive bonus programs, flexible hours, & more.