Relius Retirement Plan Administrator

CPS Inc; Dallas (TX); Remote; USD 60,000 - 90,000; Full time

Job summary

CPS Inc is recruiting a Retirement Plan Administrator for a boutique firm specializing in retirement plan administration. In this full-time remote role, you will manage client portfolios, ensure compliance, and engage with clients to deliver exceptional service. The position requires strong analytical, communication, and organizational skills, along with relevant educational qualifications.

Qualifications

• Preferred qualifications include a degree in Mathematics, Business, or Accounting.
• ASPPAdesignation is a strong plus.
• Solid understanding of ERISA, IRS, and DOL regulations.

Responsibilities

• Manage all aspects of plan administration for a portfolio of clients.
• Engage directly with clients and interpret plan documents.
• Perform compliance testing and prepare annual reports.

Skills

Analytical skills

Math skills

Communication skills

Organizational skills

Education

Degree in Mathematics, Business, Accounting, or related field

Tools

Microsoft Excel

Relius software

Job description

CPS, Inc. is recruiting on behalf of a TPA.

We invite you to apply if you are interested in this opportunity. We also invite you to apply if you are interested in other Retirement Industry opportunities that CPS, Inc. is recruiting for. CPS, Inc. recruits for full time permanent (not contract) Retirement industry positions. Thank you for your interest. We hope to hear from you.

*This position is 100% remote. The location was added to increase visibilityon job boards*

Retirement Plan Administrator – Join a Collaborative, Client-Focused Team

A well-established, boutique retirement plan consulting and administration firm is seeking an experienced and detail-driven Retirement Plan Administrator to join the team. This full-time, permanent role offers the opportunity to work alongside dedicated professionals delivering exceptional service.

What You’ll Do
As a valued team member, you’ll manage all aspects of plan administration for a portfolio of clients. You’ll engage directly with clients, interpret plan documents, calculate contributions, perform compliance testing, prepare annual reports, and provide support with distributions, loans, and regulatory filings. Your ability to communicate effectively and maintain accurate records will be vital to your success.

• This is a full-time position
• Additional hours may be required during tax season
• Compensation is competitive and commensurate with experience

About The Company
Since 1979, the firm has specialized in designing and administering custom retirement plans tailored to client needs. We pride ourselves on our expertise, responsiveness, and commitment to building lasting partnerships with our clients.

To Apply please send your resume to [e-mail]

Job Requirements

Qualifications and Experience
We welcome applicants with diverse backgrounds and experience. Preferred qualifications include:

• Degree in Mathematics, Business, Accounting, or a related field (or equivalent experience)
• ASPPAdesignation is a strong plus
• Solid understanding ofERISA,IRS, andDOLregulations
• Proficiency with Microsoft Excel
• Experience withReliussoftware (required for remote candidates)

What We’re Looking For
We’re looking for a professional who:

• Is highly organized and detail-oriented
• Possesses strong analytical and math skills
• Has a commitment to producing accurate, high-quality work
• Can build positive, long-term client relationships
• Communicates clearly and professionally, both in writing and verbally
• Enjoys working both independently and as part of a team
• Has familiarity with cross-testing and 401(a)(4) testing (a plus!)

Industry Expertise: Defined Contribution, Defined Benefit, 401(k), Qualified Plans, Non Qualified Plans, ESOP, Taft-Hartley,403(b), ERISA Compliance, Plan Administration, Conversions/Implementation, Wealth Management, Financial Advisors, Institutional Retirement Sales, Wholesaling

Types of Positions: Plan Administration, Conversions/Implementation, Compliance/ERISA, Client Relationship Manager, Education/Enroller, Sales/Wholesaling/DCIO, Wealth/Retirement Financial Advisor, Manager, Director, VP.

The best part of my job: I build and maintain long term relationships. When I help a candidate advance their career and help a client hire the right person, it's a great feeling.

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