Administer full-cycle (A-Z) plan operations for a caseload of 401(k) and cross-tested retirement plans.
Perform compliance testing including ADP/ACP, 415, 410(b), Top Heavy, and 401(a)(4).
Coordinate year-end valuations and interpret plan documents.
Process participant transactions such as loans, hardships, and distributions.
Prepare and file IRS/government forms including 5500, 8955, and 5330.
Reconcile plan assets and complete trust accounting tasks.
Import and manage census and participant data.
Recommend and evaluate plan design changes to ensure ongoing compliance and client satisfaction.
Communicate with clients on plan administration issues with clarity and professionalism.
Leverage internal systems and technology to streamline processes and improve accuracy.

Bachelor's degree in Business, Finance, Mathematics, or similarly related field.
3-5+ years of experience in retirement plan administration, preferably in a TPA environment.
Deep understanding of regulatory compliance and testing standards.
Knowledge of ERISA regulations.
Proficient in Relius Administration software, (preferred).
Detail-oriented with solid math/accounting skills.
Able to thrive in a fast-paced, remote work environment.
ASPPA credentials (or in progress) strongly preferred.
Proficient in Microsoft Office 365 (Excel, Word, Outlook, etc.).

Flexible Workplace – Hybrid and remote options available for many roles.
Unlimited PTO – Competitive paid time off, including flexible & unlimited options.
Inclusive Environment – A culture that values diversity, collaboration, and respect.
Growth Opportunities – Support for ongoing learning and career development.
Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
Workplace Perks – Incentive bonus programs, flexible hours, & more.

Retirement Plan Administrator

Key skills