Retirement Plan Administrator

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

📋 Description

• Oversee the complete cycle (A-Z) of operations for a portfolio of 401(k) and cross-tested retirement plans.

• Conduct compliance testing including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4).

• Manage year-end valuations and analyze plan documents.

• Handle participant transactions such as loans, hardships, and distributions.

• Prepare and submit IRS/government forms including 5500, 8955, and 5330.

• Reconcile plan assets and execute trust accounting responsibilities.

• Propose and assess plan design modifications to maintain compliance and enhance client satisfaction.

• Engage with clients on plan administration matters with clarity and professionalism.

• Utilize internal systems and technology to optimize processes and enhance accuracy.

⛳️ Requirements

• Bachelor’s degree in Business, Finance, Mathematics, or a related field.

• 2-5+ years of experience in retirement plan administration, ideally within a TPA setting.

• Strong understanding of regulatory compliance and testing requirements.

• Familiarity with ERISA regulations.

• Experience with Datair software is preferred.

• Detail-oriented with robust math and accounting abilities.

• Capable of thriving in a dynamic, remote work environment.

• ASPPA credentials (or currently pursuing) are highly preferred.

• Proficient in Microsoft Office 365 (Excel, Word, Outlook, etc.).

🏝️ Benefits

• Flexible Workplace – Hybrid and remote options available.

• 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.