Senior Plan Administrator, Plan Administration Lead

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

📋 Description

• Take charge of the execution of plan administration workflows, which encompass data collection, annual contributions, compliance testing, government filings, and distributions.

• Organize and prioritize tasks throughout the annual cycle.

• Supervise workload distribution, turnaround expectations, and service-level agreements.

• Identify capacity constraints and propose solutions when service standards are not achieved.

• Act as the main point of escalation for intricate administrative, compliance, and client service challenges.

• Assess and confirm team outputs for accuracy, completeness, and consistency.

• Evaluate contribution calculations, compliance testing, and Forms 5500, 5330, and 8955-SSA.

• Communicate any errors and compliance issues, guide necessary corrections, and document review outcomes.

• Detect recurring error trends and enhance underlying processes.

• Analyze and refine operational processes for increased efficiency and scalability.

• Maintain internal protocols and training materials.

• Create and review template and bespoke client communications.

• Leverage technology and AI to enhance plan administration services.

• Formulate training programs and integrate process modifications into team resources.

• Track client satisfaction metrics and suggest service enhancements.

• Oversee non-routine engagements, including regulatory audits, plan corrections, contribution forecasts, and specialized reporting.

• Review domestic relations orders and manage QDRO processing.

• Assist Relationship Managers with client consultations regarding plan administration requirements and complex issues.

• Coordinate standards, handoffs, documentation, and plan administration tasks across teams.

• Serve as the primary liaison for recordkeepers and external parties.

• Stay updated on industry and regulatory developments and aid in implementing related adjustments.

⛳️ Requirements

• 7–10 years of experience in defined contribution plan administration.

• Extensive working knowledge of defined contribution plan administration and 3(16) services, including relevant IRS and DOL regulations.

• Proven experience in team leadership and fostering team development.

• Skilled in developing or enhancing operational processes and quality benchmarks.

• Practical experience in reviewing compliance testing, contribution calculations, and Forms 5500, 5330, and 8955-SSA.

• Proficient in creating documentation, process guides, or training materials.

• Excellent written and verbal communication skills, with the capability to provide clear, actionable feedback on work products.

• Comfortable managing sensitive information with professionalism and discretion.

• Proficient in Google Workspace and task/project management software.

• Familiarity with ftwilliam and servicing modules of major recordkeeping platforms (preferred).

• Hands-on experience with ChatGPT, Claude, Copilot, or similar AI tools (preferred).

• Pursuing advanced ASPPA designations such as QKC, QPA, or CPC (preferred).

• Must be legally authorized to work in the US.

• No visa sponsorship is available.

• Must complete a 401(k)-specific Excel assessment.

🏝️ Benefits

• Annual bonus.

• Equity.

• Comprehensive health, dental, and vision insurance, with additional optional coverage.

• 401(k) with company match.

• Flexible paid time off and holidays.

• 10 weeks paid parental leave.

• Fully remote work environment.

• Technology and equipment provided.

• Support for professional development and career growth.

• 1–2 company retreats per year.