Job Description
Plan Administrator: TPA-Remote
Position Title: Plan Administrator – TPA
*Remote
Position Overview:
Our client, a growing retirement plan consulting firm, is seeking a Plan Administrator with traditional TPA experience to support defined contribution and related retirement plans. This role involves full-service administration within a collaborative and fast-paced environment.
The ideal candidate will have hands-on experience in a TPA setting, strong compliance knowledge, and familiarity with ASC Administration (preferred). This is an excellent opportunity for someone seeking long-term career growth within a structured and team-oriented organization.
Key Responsibilities:
- Manage full-cycle administration of assigned retirement plans.
- Serve as a point of contact for clients, advisors, and professional partners.
- Determine eligibility, vesting, and reconcile census data.
- Prepare Forms 5500 and related government filings.
- Perform compliance testing (ADP/ACP, 410(b), 401(a)(4), 402(g), 416, 415).
- Calculate employer contributions, including permitted disparity and cross-tested formulas.
- Review plan document provisions and assist with plan design updates.
- Ensure timely and accurate completion of all compliance deliverables.
- Maintain organized client records and workflow documentation.
Qualifications & Experience:
- 2–4+ years of retirement plan administration experience.
- Experience working in a traditional TPA environment.
- Working knowledge of ASC Administration System preferred.
- Experience with balance forward administration preferred.
- Strong understanding of ERISA regulations and plan document provisions.
- Bachelor’s degree or equivalent experience preferred.
Required Skills:
- Proficiency in Microsoft Word and Excel.
- Strong analytical and problem-solving skills.
- Excellent interpersonal and communication skills.
- Detail-oriented with strong organizational abilities.
- Self-motivated and able to manage deadlines independently.
- Practical mindset with ability to prioritize effectively.
- Collaborative, client-focused approach.
- Desire for long-term career development.
Benefits:
- Competitive base salary.
- Medical, dental, life, and disability insurance.
- 401(k) and profit-sharing plan.
- Tuition reimbursement and professional development support.
- Employer support for industry designations.
- Hybrid flexibility after initial onboarding.
- Advancement opportunities within a growing consulting environment.
Location