Senior 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-TimeSenior
SalaryThe base salary range for this role is $100,000-$115,000, depending on experience, skills, and location. Total compensation also includes an annual bonus and equity.
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Job Details
- Experience
- 7+ years of defined contribution plan administration experience with a heavy compliance focus
- Required Skills
- Google Workspace
Requirements
- Have 7+ years of defined contribution plan administration experience with a heavy compliance focus.
- Have deep working knowledge of ERISA Title I and Internal Revenue Code Sections 401(a), 401(k), 401(m), 410(b), 414(s), 415, and 416 as applied to defined contribution plans.
- Have hands-on experience with advanced nondiscrimination testing techniques.
- Have experience preparing and reviewing Forms 5500, 5330, and 8955-SSA.
- Be able to apply testing rules and plan document provisions accurately across varying plan designs.
- Have advanced Excel skills, including troubleshooting data discrepancies and reconciling census information.
- Have strong written and verbal communication skills, including explaining technical results to non-technical audiences.
- Be proficient with ftwilliam, Google Workspace, and task and project management software.
- Experience with DOL correction programs and submissions is a plus.
- Familiarity with ftwilliam and servicing modules of major recordkeeping platforms is a plus.
- Experience using ChatGPT, Claude, Copilot, or similar AI tools in day-to-day work is a plus.
- Holding or pursuing ASPPA QKA or NIPA APA, or pursuing advanced ASPPA designations such as QKC, QPA, or CPC, is a plus.
Responsibilities
- Perform annual nondiscrimination and compliance testing, including ADP/ACP, 410(b), 401(a)(4), 414(s), and top-heavy testing, and monitor 402(g), 415, and 404 limits.
- Calculate employer contributions, determine compensation for testing and contribution purposes, and calculate corrections for failed tests.
- Review census and payroll data, resolve discrepancies, and reconcile contribution discrepancies and recordkeeper asset statements.
- Prepare and review Forms 5500 and applicable schedules, 5558, 5330, and 8955-SSA; support audits and IRS and DOL examinations.
- Identify compliance issues and recommend corrective methods; prepare supporting calculations and documentation for correction-program filings.
- Manage plan terminations and support plan mergers, acquisitions, and takeovers, including coverage testing and prior-year data transitions.
- Advise Relationship Managers, plan sponsors, financial advisors, and auditors on plan compliance and advanced plan design questions.
- Conduct peer reviews of technical work, correspondence, and reporting, and coach Plan Administrators on testing, filing procedures, and workflows.
- Contribute technical expertise to process improvements, internal procedures, and training materials, including applying AI and automation where useful.
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