Junior Retirement Plan Administrator, (HSR)

Who we are

The company is tech -enabled retirement services platform serving small- to mid-sized businesses with integrated retirement third party administration, recordkeeping, payroll, and HR solutions. Recognized as one of Inc. 5000’s Fastest Growing Private Companies in America and certified as a Great Place to Work, the company offers a suite of services that prioritizes accuracy, compliance, and reduction of regulatory risk for its clients, delivered by local client success teams that understand the nuances of the markets they serve.   The company combines a relentless passion for service and innovation with the experience and expertise required to make retirement work for everyone. For more information, please visit:  [link for members] .

About HowardSimon Retirement

Based in Chicago, Illinois, HowardSimon Retirement is a large independent TPA with recordkeeping and advisory capabilities that offers integrated retirement, payroll, and HR solutions through a tech-enhanced service delivery model. HowardSimon is an operating partner of the company, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Position Summary

Howard-Simon Retirement, the company Partner, is seeking a Junior Retirement Plan Administrator who will take ownership of a caseload of defined contribution retirement plans. The right candidate will support 401(k) and cross-tested plans from start to finish, perform annual compliance testing, and  possess  a detail-oriented, client-focused approach. This position offers an excellent opportunity for a self-starter who thrives in a remote work environment and is excited to grow with a firm that values innovation and excellence in client service.

PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States. We welcome candidates from all U.S. time zones; however, due to the primary locations of our partners and clients, preference will be given to those in the Central & Eastern time zone(s).

Key Responsibilities

• Perform basic non-discrimination testing

• Communicate directly with clients on plan mechanics

• Research and present on compliance topics

• Shadow Senior Retirement Plan Administrator to increase testing and document knowledge

• Efficiently utilize technology to perform the duties of this position

• Attend staff meetings and trainings as requested

• Maintain team approach by assisting in areas appropriate for this position

• Own stewardship of all assigned business relationships

• Perform other duties as assigned

Qualifications

• 1-3 years of retirement plan experience

• 2-4 years of client services experience

• Proficiency in Word, Excel, PowerPoint, Outlook, CRM software

• Must be organized and detail-oriented

• Exceptional approach to client service focusing on communications, timely solutions, and client needs

• Team player, collaborative, able to work with and through others

• Strong verbal and written communication skills

• Ability to work well under pressure with multiple priorities and deadlines

• Excellent analytical and critical thinking skills

• Ability to act with integrity, be proactive with client needs, seek to continuously improve service, constantly focus on professional growth and work collaboratively with the entire team

P ay Transparency Statement

The anticipated pay range for this position is  $60,000-$70,000 annually.

At the company, our salary ranges reflect the minimum and maximum base pay for the posted position applicable to all locations across the US. Within the posted salary range, individual pay is determined by the geographic location, job related skills, experience, education, and certifications. Our total compensation package includes base pay plus a comprehensive benefits program.

Our Value-Driven Employee Experience

• Flexible Workplace – Hybrid and remote options available for many roles.

• Flexible 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.

**Specific benefits and programs may vary by partner and position.