Remote 403(b) Retirement Plan Administrator & Consultant

Weaver Partners; United States; On-site; USD 90,000 - 140,000; Full time

Job summary

Weaver Partners is seeking an experienced retirement plan professional who blends hands-on administration and compliance testing with excellent client-facing skills. The role centers on 403(b) plans, particularly in higher education, but candidates need not have spent their entire career in 403(b).

You will own the technical work while serving as a day-to-day resource for clients and advisors, including plan administration, testing, amendments, and liaison with auditors/recordkeepers.

Qualifications

• 5+ years of retirement plan compliance/testing experience.
• Solid understanding of 403(b) plans.
• 403(b) testing experience strongly preferred.
• Strong 401(k)/Defined Contribution knowledge.
• Excellent client-facing and consulting skills.
• TPA background preferred.
• FTWilliam preferred; Relius experience considered.

Responsibilities

• 401(k) and 403(b) plan administration
• Census review and eligibility
• Corrections and compliance issues
• Amendments and plan changes
• Working with auditors and recordkeepers
• Explaining testing results directly to clients
• Managing ongoing client and advisor relationships

Skills

Retirement plan administration

Compliance testing

Client-facing skills

TPA background

Tools

Relius

Job description

Weaver Partners is seeking an experienced retirement plan professional who blends hands-on administration and compliance testing with excellent client-facing skills. The role centers on 403(b) plans, particularly in higher education, but candidates need not have spent their entire career in 403(b).

You will own the technical work while serving as a day-to-day resource for clients and advisors, including plan administration, testing, amendments, and liaison with auditors/recordkeepers.