Senior Plan Administrator, Plan Administration Lead
New
A
AboonRetirement plan administration
This role is open to candidates based in the US.Full-TimeLead
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
- 7-10 years of experience in defined contribution plan administration
- Required Skills
- Google WorkspaceProcess improvement
Requirements
- Bring 7-10 years of experience in defined contribution plan administration.
- Have deep working knowledge of defined contribution plan administration and 3(16) services, including applicable IRS and DOL requirements.
- Demonstrate experience leading a team and supporting team development.
- Have experience developing or improving operational processes and quality standards.
- Have hands-on experience reviewing compliance testing, contribution calculations, and Forms 5500, 5330, and 8955-SSA.
- Have experience creating documentation, process guides, or training materials.
- Provide clear written and verbal feedback on work product.
- Handle sensitive information with professionalism and discretion.
- Be proficient in Google Workspace and task and project management software.
- Be based in the US.
- 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.
- Pursuing advanced ASPPA designations such as QKC, QPA, or CPC is a plus.
Responsibilities
- Own execution of plan administration workflows, including data collection, annual contributions, compliance testing, government filings, and distributions.
- Sequence and prioritize work across the annual cycle, monitor workload and turnaround expectations, and track service level agreements.
- Serve as the primary escalation point for complex administrative, compliance, and client service issues.
- Review team work and validate contribution calculations, compliance testing, and Forms 5500, 5330, and 8955-SSA.
- Communicate review findings and compliance concerns, guide corrections, and document supporting work.
- Evaluate and improve operational processes, procedures, training resources, and client communications.
- Apply technology and AI to plan administration services and identify opportunities for automation.
- Oversee non-routine engagements, including regulatory audits, plan corrections, contribution projections, specialized reporting, DRO reviews, and QDRO processing.
- Partner with internal teams, clients, Relationship Managers, Plan Consultants, recordkeepers, and other external parties to coordinate work and resolve issues.
- Monitor client satisfaction and industry and regulatory changes, and recommend or help implement service improvements.
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