Senior Plan Administrator

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

📋 Description

• Guide plan sponsors in the design and maintenance of qualified plans

• Act as a technical expert for research and plan analysis initiatives

• Manage retirement plan administration and consulting for a diverse client portfolio from A-Z

• Review and authorize participant distribution and loan applications

• Reconcile trust assets alongside contributions

• Support clients and participants with recordkeeping systems

• Conduct compliance testing and calculations related to employer contributions

• Ensure clients comply with government filing and regulatory obligations

⛳️ Requirements

• Bachelor’s degree in business administration, business analytics, mathematical economics, finance, or similar fields

• 3 to 5 years of relevant experience in retirement plan administration and consulting

• Holding professional certifications like ASPPA, QKA, QKS, QKC, QPA, NIPA, AKS, APA, APR, ERPA, NAPA, CPFA, or QPFC

• Experience with FT William Administration and PensionPro software is preferred

• Proficient in Microsoft Excel, Outlook, and Teams

🏝️ Benefits

• Competitive salary

• PTO & paid holidays

• 401(k) with matching contributions

• Performance-based incentives