Senior Retirement Plan Administrator

NFP Corp; Connecticut; Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Paid time off

401(k) with match

Health & wellness programs

Discount programs

Job summary

Wealthspire Advisors is a leading wealth management and retirement plan advisory firm. This role focuses on full administration, compliance testing, and client service for defined contribution plans across multiple clients and regimes.

The candidate will review and process distributions, QDROs, and regulatory filings while supporting plan conversions and maintaining strong relationships with clients and partners. A credentials-rich background is preferred.

Qualifications

• 3–5 years in retirement plan administration/consulting
• Bachelor's degree; equivalent experience considered
• Preferred credentials: QKA/QKS/QKC/QPA; AKS/APA/APR; ERPA; CPFA/QPFC

Responsibilities

• Plan administration for defined contribution retirement plans.
• Perform nondiscrimination and compliance testing.
• Review distributions and QDROs; reconcile trust assets and contributions.
• Support plan conversions and client relationships.
• Interpret plan documents to ensure compliance.

Skills

Plan administration

Compliance testing

Client service

Communication

Team collaboration

Education

Bachelor's degree in business administration/finance

High school diploma

Tools

Stax.ai

FT William

PensionPro

Microsoft Excel

Outlook

Teams

Job description

Wealthspire Advisors is a leading wealth management and retirement plan advisory firm. This role focuses on full administration, compliance testing, and client service for defined contribution plans across multiple clients and regimes.

The candidate will review and process distributions, QDROs, and regulatory filings while supporting plan conversions and maintaining strong relationships with clients and partners. A credentials-rich background is preferred.