Plan Administrator

Job Description

Job Overview:   

Provide exceptional customer service to our broad client base of Plan Sponsors/Employers, Financial Advisors, CPA’s, Recordkeeper Contacts, and other partnerships), while performing technical plan administration at a high level of quality.  Continue developing and sustaining partnership relationships with our entire client base.

Responsibilities and Duties:

  • Responsible for servicing a plan book of business of 70 to 90 plans. From solo plans to +100 participant plans to plan’s that require no 5500 series filings.
  • Provide clear communication that conveys the right information to our client base, while performing routine compliance administration.
  • Utilize current, standardized administration and tools (excel templates etc.) to perform all administrative reports.
  • Sort through obtained data to meet timely testing deadlines that meet client expectations for such deliveries.
  • Able to understand Plan Documents and how they relate to ongoing administration.
  • Work with Recordkeeper data that is most likely received in varied formats and systems to reconcile Plan Assets.
  • Understand the intricacy of plan asset reconciliations, document distributions, including Required Minimum Distribution calculations, contributions, earnings, transfers, adjustments etc. that may have transpired throughout the Plan year.
  • Provide timely contribution calculations and monitor IRS maximums and limits.
  • Accurate and timely completion of IRS Forms (5500 series, 5330, 1099R’s and others)
  • Ability to provide our client with the necessary direction and resources that assist Plan needs (payroll questions, corrections or adjustments and any other plan related items).
  • Continue to seek ways to improve our processes and services. Maintain client and plan data according to set administrative electronic path (Box…).


  • Prefer college graduate, but not required.
  • 2 to 3 years of TPA compliance and administration
  • Seeking QKA, QPA, APA, CEBS or other retirement plan designations
  • Proficient in excel, working knowledge of Outlook, word etc.
  • Ability to quickly learn ASC, Retirement Data base.
  • Detail oriented, ability to multitask, adapt quickly to changes, exceptional organizational skills, adapt to changed priorities necessary to meet new deadlines.
  • Maintain a positive outlook and attitude.


72,000 - 85,000 salary

Location - Remote

Job Type



Financial Services

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