3(16) Retirement Plan Administrator | MEP/PEP | Client-Facing | Remote

Weaver Partners, Inc.

United States

On-site

USD 65,000 - 90,000

Full time

28 hours ago
Be an early applicant

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

Weaver Partners, Inc. is seeking experienced 3(16) Administrators to provide fiduciary services and serve as a primary contact for plan sponsors. You will administer single-employer plans, MEPs and PEPs, manage client deliverables, and coordinate with recordkeepers and payroll data while upholding ERISA requirements.

If you bring strong client relationships and a hands-on retirement plan background, this role offers meaningful impact and collaboration with compliance teams.

Qualifications

  • 3(16) fiduciary services experience.
  • Strong client-facing / relationship management skills.
  • Knowledge of ERISA, plan documents and retirement plan operations.
  • Experience working with recordkeepers and payroll data.
  • QKA or other ASPPA/NIPA credentials are a plus.

Responsibilities

  • Serve as a primary contact for plan sponsors, advisors and recordkeepers.
  • Administer single-employer plans, MEPs and PEPs.
  • Manage ongoing 3(16) fiduciary administration and client deliverables.
  • Monitor eligibility, plan entry dates, contributions and payroll data.
  • Review and process loans, distributions, RMDs and participant transactions.
  • Coordinate required notices and disclosures.
  • Identify operational issues and facilitate timely corrections.
  • Interpret plan documents and ensure administration follows plan provisions.
  • Coordinate with recordkeepers, payroll providers and internal compliance teams.
  • Participate in client meetings and explain administrative or compliance issues.
  • Manage deadlines while maintaining strong client relationships.

Skills

3(16) fiduciary
Client relationships
ERISA knowledge
Recordkeeper familiarity
QKA credentials

Tools

Relius FTW
Payroll data systems

Job description

Several growing retirement plan organizations are looking for experienced 3(16) Administrators who combine hands-on retirement plan knowledge with strong client relationship skills and exposure to MEPs / PEPs. These roles are ideal for professionals who enjoy being a primary point of contact for plan sponsors while managing the day-to-day responsibilities associated with 3(16) fiduciary services.

What You'll Do
  • Serve as a primary contact for plan sponsors, advisors and recordkeepers
  • Administer single-employer plans, MEPs and PEPs
  • Manage ongoing 3(16) fiduciary administration and client deliverables
  • Monitor eligibility, plan entry dates, contributions and payroll data
  • Review and process loans, distributions, RMDs and participant transactions
  • Coordinate required notices and disclosures
  • Identify operational issues and facilitate timely corrections
  • Interpret plan documents and ensure administration follows plan provisions
  • Coordinate with recordkeepers, payroll providers and internal compliance teams
  • Participate in client meetings and explain administrative or compliance issues
  • Manage deadlines while maintaining strong client relationships
Experience That Stands Out
  • 3(16) fiduciary services experience
  • Strong client-facing / relationship management skills
  • Knowledge of ERISA, plan documents and retirement plan operations
  • Experience working with recordkeepers and payroll data
  • Relius, FT William (FTW) or similar retirement plan systems
  • QKA or other ASPPA/NIPA credentials are a plus
Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

3(16) Fiduciary Retirement Plan Administrator
3(16) Fiduciary Retirement Plan Administrator

Weaver Partners, Inc. • United States

On-site
USD 65,000 - 90,000
3(16) Account Manager (Overlay product)
3(16) Account Manager (Overlay product)

Pentegra Retirement Services • United States

On-site
USD 80,000 - 110,000
3(16) Account Manager (Overlay product)
3(16) Account Manager (Overlay product)

Pentegra Services, Inc. • United States

Remote
USD 75,000 - 90,000
3(16) Account Manager (Overlay product)
3(16) Account Manager (Overlay product)

Pentegra-Services,-Inc. • United States

Remote
USD 75,000 - 90,000
Implementation Manager
Implementation Manager

MP: Wired for HR • Jacksonville (FL)

On-site
USD 80,000 - 90,000
401(k) Onboarding & Implementation Specialist
401(k) Onboarding & Implementation Specialist

Weaver Partners, Inc. • United States

On-site
USD 75,000 - 110,000
401(k) Associate
401(k) Associate

Aureate Development • Tampa (FL)

On-site
USD 65,000 - 90,000
Senior Retirement Client Manager, 3(16) Fiduciary | Remote
Senior Retirement Client Manager, 3(16) Fiduciary | Remote

Pentegra Services, Inc. • Northern (KY)

Hybrid
USD 75,000 - 90,000
Plan Administration Assistant
Plan Administration Assistant

FranFund • Fort Worth (TX)

On-site
USD 42,000 - 65,000
Senior Client Executive (Retirement Relationship Manager) (California)
Senior Client Executive (Retirement Relationship Manager) (California)

Transamerica • California (MO)

Hybrid
USD 80,000 - 105,000
Bonus
401(k) match
Employee stock purchase plan
+3