Senior Plan Administrator, ARPS

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

📋 Description

• Oversee and nurture client relationships for a designated portfolio of approximately 70–80 retirement plan clients.

• Deliver prompt, high-quality customer service, including proactive problem-solving and resolution of issues.

• Act as a reliable resource for clients concerning retirement plan administration and compliance issues.

• Handle all facets of annual retirement plan administration, encompassing compliance testing, government forms, and valuation packages.

• Conduct and/or evaluate annual compliance testing, which includes ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), 401(s), deductibility, and 402(g) testing, as required.

• Review, prepare, and assist in the timely submission of Form 5500 for the assigned plans.

• Aid clients in adhering to relevant IRS and Department of Labor deadlines.

• Examine participant distribution and loan requests while supporting internal distribution and loan teams.

• Ensure accurate maintenance of plan records and documentation.

• Collaborate with the plan documents team on inquiries related to plan design and documentation.

• Assist during IRS and Department of Labor audits and provide support to external auditors.

• Work together with internal teams to address client and plan administration challenges.

• Engage in staff meetings, training sessions, and professional development initiatives.

• Foster a team-oriented atmosphere and contribute to departmental objectives.

⛳️ Requirements

• Proven experience in administering qualified retirement plans within a TPA, recordkeeping, or retirement services context.

• Familiarity with ERISA, IRS, and Department of Labor regulations pertinent to qualified retirement plans.

• Experience in performing or reviewing retirement plan compliance testing and preparing Form 5500 submissions.

• Strong analytical and problem-solving abilities, complemented by meticulous attention to detail.

• Capability to independently manage a high-volume caseload while juggling competing priorities and deadlines.

• Excellent written and verbal communication skills, coupled with a client-service orientation.

• Ability to collaborate effectively with various teams and cultivate strong relationships with clients and colleagues.

• Proficiency in retirement plan administration systems and Microsoft Office applications.

• Industry credentials such as QKA, QPA, or equivalent retirement plan designations are advantageous.

🏝️ Benefits

• Hybrid and remote work options available for numerous roles.

• Competitive paid time off, including flexible and unlimited choices.

• Support for continuous learning and professional growth.

• Comprehensive health, dental, vision, life, and disability insurance coverage.

• Incentive bonus programs.

• Flexible working hours.

• An inclusive environment that values diversity, collaboration, and mutual respect.

• Specific benefits and programs may vary by partner and position.