Plan Administrator, Special Projects (ERISA)

Aon plc; Houston (TX); On-site; USD 72,000 - 88,000; Full time

Benefits offered by this job

401(k) with match

PTO & paid holidays

Health & wellness programs

Discount programs

Job summary

Wealthspire Advisors LLC seeks a Plan Administrator to support complex retirement plan administration projects and provide technical guidance to internal and external stakeholders.

You will help clients navigate compliance challenges, resolve plan issues, and protect long-term health of retirement plans, leveraging ERISA knowledge and strong client service skills. This role emphasizes accuracy, collaboration, and ongoing credentialing.

Qualifications

• Bachelor's degree in business administration, business analytics, finance, or related field; experience considered.
• 1-3 years of retirement plan administration/consulting experience.
• Credentials such as QKA/QKS/QKC/QPA, AKS/APA/APR, ERPA, CPFA/QPFC are a plus.

Responsibilities

• Provide technical compliance tasks for multiple clients, including DB/DC/H & W 5500 prep and corrections.
• Perform non-discrimination and compliance testing (ADP/ACP, 410(b), top-heavy, etc.).
• Calculate and allocate employer contributions; assist in corrections programs.
• Reconcile payroll contributions and census data for eligibility.
• Review trust assets and plan documents to ensure accuracy.
• Complete Forms 5500, 5330, 8955-SSA, 1099-R, and related schedules.
• Develop relationships with clients, advisors, and auditors; identify new business opportunities.
• Summarize plan data in clear communication for advisors and plan admins.
• Stay current on ERISA and regulatory developments; pursue credentialing.

Skills

ERISA knowledge

Communication

Problem-solving

Client service

Collaboration

Education

Bachelor's degree in business administration / related field

High school diploma

Tools

Stax.ai

FT William

PensionPro

Job description

Wealthspire Advisors LLC seeks a Plan Administrator to support complex retirement plan administration projects and provide technical guidance to internal and external stakeholders.

You will help clients navigate compliance challenges, resolve plan issues, and protect long-term health of retirement plans, leveraging ERISA knowledge and strong client service skills. This role emphasizes accuracy, collaboration, and ongoing credentialing.