Retirement Plan Administrator

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] .

Position Summary

The company is seeking a skilled Retirement Plan Administrator who will take full ownership of a caseload of approx. 65–75 retirement plans. The right candidate will be confident in administering 401(k) and cross-tested plans from start to finish, have a strong command of 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 are committed to supporting a flexible work environment and welcome candidates from all U.S. time zones.

Key Responsibilities

• Manage and perform A-Z administration (plan design, compliance testing, client service, etc.) of a simple to mid-level complex caseload and sensitive client cases

• Serve as a guide to other plan administrators in supporting client requirements

• Initiate and participate in process improvements

• Complete leadership and/or project management courses

• Provide strategic guidance and assist in defining strategic goals

• 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

Minimum Requirements

• Bachelors degree from an accredited college or university or equivalent.

• 3-5+ years of A-Z retirement plan administration experience with defined contribution plans.

• 3-5+ 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 problem-solving 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.

Preferred Requirements

• QKA and/or QPA, (or similar industry certification), preferred.

• Experience with DB/CB plans and/or Combo plans, preferred.

Pay Transparency Statement

The anticipated pay range for this position is $65,000-$85,000 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.