Plan Administrator, Compliance Services
New
A
AboonRetirement plan administration
Remote, though we encourage in-person attendance at 1-2 company retreats per year. This role is open to candidates based in the US.Full-TimeMiddle
SalaryThe base salary range for this role is $85,000–$100,000, depending on experience, skills, and location. Total compensation also includes an annual bonus and equity. Header compensation: $70K - $80K; $70K – $80K • Offers Equity • Offers Bonus.
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Job Details
- Experience
- 2–5 years of experience in 401(k) plan administration
- Required Skills
- Microsoft Excel
Requirements
- Have 2–5 years of experience in 401(k) plan administration.
- Have advanced proficiency in Microsoft Excel, including the ability to build complex formulas.
- Bring strong problem-solving and analytical skills.
- Demonstrate excellent attention to detail.
- Be able to work effectively in a growing, evolving environment.
- ASPPA QKA credential or active progress toward this level is preferred.
- Familiarity with ftwilliam.com administration and reporting software or servicing modules of major recordkeeping platforms is preferred.
- Hands-on experience with ChatGPT, Claude, Copilot, or similar AI tools is preferred.
- ASPPA QKA or NIPA APA credentials, or progress toward advanced ASPPA designations such as QKC, QPA, or CPC, are preferred.
Responsibilities
- Support consultants across onboarding, annual administration, and 3(16) monitoring services.
- Work with recordkeeper contacts to request proposals, review CRM reporting data, and gather and review documents for completeness.
- Manage onboarding with recordkeeper partners.
- Prepare plan documents, disclosures, and amendments aligned with client goals and recordkeeper products.
- Gather, organize, and review reports from recordkeepers, clients, and payroll.
- Perform non-discrimination testing and ensure compliance with ERISA and IRS regulations.
- Review payroll and employee data to determine eligibility and calculate employer contributions.
- Analyze and reconcile plan assets and deposits where 3(16) services are performed.
- Review and approve participant distribution, loan, and rollover contribution requests; prepare relevant informational and tax forms.
- Develop corrections for plan errors under IRS and DOL programs, and improve processes and documentation.
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