Retirement Plan Administrator & Compliance Specialist

NFP; Texas; On-site; USD 72,000 - 88,000; Full time

Benefits offered by this job

Salary in range: 72k–88k USD

PTO & paid holidays

401(k) with match

Health & wellness programs

Job summary

Wealthspire Advisors is seeking a Plan Administrator to support complex retirement plan administration projects. You will apply ERISA and plan administration expertise to provide technical research, analysis, and guidance to clients and internal stakeholders.

The role involves plan administration and compliance, Form 5500/5330 filings, testing, contributions reconciliation, and helping clients navigate regulatory requirements while collaborating with the Special Projects team.

Qualifications

• 1–3 years of directly related experience in retirement plan administration and consulting.

Responsibilities

• Plan Administration & Compliance: handle 5500/5330 filings, non-discrimination testing, and corrections.
• Government filings & regulatory support: review and assist audit/support for regulatory forms.
• Client & relationship management: build relations with clients, internal teams, advisors, auditors.
• Analysis & communication: summarize plan data clearly for advisors and clients.

Skills

ERISA knowledge

Plan administration

Client service

Communication

Problem-solving

Education

Bachelor's degree in business administration, finance, or related field

High school diploma

Tools

Stax.ai

FT William

PensionPro

Excel

Outlook

Teams

Job description

Wealthspire Advisors is seeking a Plan Administrator to support complex retirement plan administration projects. You will apply ERISA and plan administration expertise to provide technical research, analysis, and guidance to clients and internal stakeholders.

The role involves plan administration and compliance, Form 5500/5330 filings, testing, contributions reconciliation, and helping clients navigate regulatory requirements while collaborating with the Special Projects team.