Remote ESOP Administration Lead

The Institute for Performance and Learning; Appleton (WI); Remote; USD 70,000 - 90,000; Full time

Job summary

ESOP Partners, Inc. is seeking an ESOP Administrator to manage accurate ESOP and KSOP recordkeeping, compliance testing, and data reporting with strong client-service focus.

Collaboration with internal teams and external professionals is essential, along with timely delivery and ongoing professional development in ESOP administration. The role requires travel to Appleton, WI for orientation and ongoing quarterly visits.

Qualifications

• Strong understanding of ESOP/KSOP administration, recordkeeping, and compliance testing.
• Knowledge of ERISA, IRS, and DOL regulations for qualified retirement plans.
• Attention to detail and analytical skills.
• Excellent organizational and time-management abilities.
• Proficiency in Excel and data reporting tools.
• Strong written and verbal communication; client service mindset.
• Ability to work independently and collaborate with teams.

Responsibilities

• Manage ESOP/KSOP plan recordkeeping and compliance testing.
• Prepare compliance reports and manage data for internal and external delivery.
• Coordinate with clients and professionals to ensure timely deliverables.
• Support ERISA regulatory reporting and plan document interpretation.
• Assist with testing of proprietary and vendor software to improve efficiency.

Skills

ESOP administration

KSOP administration

Recordkeeping

Compliance testing

ERISA regulations

IRS regulations

Attention to detail

Time management

Excel

Communication skills

Education

Bachelor's degree

Accounting

Finance

Business Admin

Related field

Tools

Excel

Data management

Reporting tools

Job description

ESOP Partners, Inc. is seeking an ESOP Administrator to manage accurate ESOP and KSOP recordkeeping, compliance testing, and data reporting with strong client-service focus.

Collaboration with internal teams and external professionals is essential, along with timely delivery and ongoing professional development in ESOP administration. The role requires travel to Appleton, WI for orientation and ongoing quarterly visits.