Remote Retirement Plan Administrator

Embedded Shishya; United States; Remote; USD 60,000 - 70,000; Full time

Benefits offered by this job

Hybrid/Remote options

Flexible PTO

Inclusive culture

Growth opportunities

Comprehensive benefits

Bonus programs

Job summary

HowardSimon Retirement, a Strongpoint partner, seeks a Retirement Plan Administrator to own a caseload of DC plans. The role focuses on 401(k) and cross-tested plans, compliance testing, and client-focused service in a fully remote environment across the United States.

The successful candidate will handle plan mechanics, testing, and client communications, with growth opportunities and a competitive compensation package including benefits.

Qualifications

• 1-3 years of retirement plan experience.
• 2-4 years of client services experience.
• Proficiency in Word, Excel, PowerPoint, Outlook, CRM software.
• Must be organized and detail-oriented.
• Excellent client service focusing on communications, timely solutions, and client needs.
• Team player, collaborative, able to work with and through others.
• Strong verbal and written communication skills.
• Ability to work well under pressure with multiple priorities and deadlines.
• Excellent analytical and critical thinking skills.
• Ability to act with integrity, be proactive with client needs, seek to continuously improve service, and work collaboratively with the entire team.

Responsibilities

• Perform basic non-discrimination testing
• Communicate directly with clients on plan mechanics
• Research and present on compliance topics
• Shadow Senior Retirement Plan Administrator to increase testing and document knowledge
• Efficiently utilize technology to perform the duties of this position
• Attend staff meetings and trainings as requested
• Maintain team approach by assisting in areas appropriate for this position
• Own stewardship of all assigned business relationships
• Perform other duties as assigned

Skills

Verbal communication

Written communication

Client service

Detail-oriented

Organizational skills

Team player

Under pressure

Tools

CRM software

MS Office suite

Job description

HowardSimon Retirement, a Strongpoint partner, seeks a Retirement Plan Administrator to own a caseload of DC plans. The role focuses on 401(k) and cross-tested plans, compliance testing, and client-focused service in a fully remote environment across the United States.

The successful candidate will handle plan mechanics, testing, and client communications, with growth opportunities and a competitive compensation package including benefits.