Senior Retirement Plan Administrator

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

📋 Description

• Client Relationship Management: Act as the main point of contact for designated retirement plans by fostering strong relationships with plan sponsors and participants while providing outstanding customer service and continuous support.

• Retirement Plan Administration: Oversee qualified retirement plans by evaluating plan design, maintaining plan documentation, ensuring compliance testing, coordinating plan transitions, and guaranteeing operational precision.

• Compliance & Regulatory Oversight: Supervise retirement plans to ensure adherence to relevant regulations, assist with annual testing, prepare Form 5500, manage disclosures, and suggest process enhancements that improve operational efficiency.

• Business Development & Relationship Growth: Explore opportunities to broaden Retirement Services and other Wealth Management connections through referrals, participant education, and collaboration with Financial Consultants.

• Participant Education & Support: Organize enrollment meetings, deliver retirement education, address inquiries from participants and sponsors, and support clients in maximizing the benefits of their retirement plans.

⛳️ Requirements

• Education & Experience – A bachelor’s degree is required, along with 4-6 years of relevant experience and/or training OR a comparable combination of education and experience.

• Recommended Certifications – Securities Registration Qualified 401(k) ASPPA Administrator.

🏝️ Benefits

• Paid Time Off: Generous vacation, personal, sick leave, family sick leave, and community service leave.

• Retirement Savings: 401(k) plan with pre-tax and ROTH contribution options and a safe harbor match, along with an Employee Stock Ownership Plan (ESOP).

• Health & Wellness: Comprehensive health, dental, and vision coverage, including employer-paid premium options for employee-only coverage.

• Health Savings Account (HSA) and Flexible Spending Accounts (FSAs) for medical and dependent care expenses.

• Employer-funded life and disability insurance.

• Additional voluntary coverages tailored to meet your individual needs.

• Career Development: Opportunities for education and development programs along with ongoing support for personal and professional advancement.