Senior Retirement Plan Administrator

Wealthspire; Connecticut; On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Health & wellness programs

Job summary

Wealthspire Advisors seeks a Plan Administrator to manage the full administration cycle for defined contribution plans, ensure ERISA compliance, and support client relationships. You will conduct non-discrimination testing, calculate contributions, review distributions, and assist with plan conversions and filings.

Ideal candidates have 3–5 years in retirement plan administration, relevant credentials, and strong Excel/communication skills.

Qualifications

• Bachelor's degree or equivalent professional experience in business related field.
• 3–5 years of direct retirement plan admin/consulting experience.
• Credentialing in ASPPA, NIPA, IRS, or NAPA preferred.

Responsibilities

• Manage full administration cycle for defined contribution retirement plans.
• Perform compliance testing and contributions allocations.
• Review participant distributions, QDROs, and trust reconciliations.
• Support plan conversions and regulatory filings (Forms 5500, 5330, 8955-SSA, 1099-R).
• Deliver client guidance on plan design and ongoing maintenance.
• Develop relationships with clients, internal teams, and external advisors.

Skills

Communication

Judgment & problem solving

Client service

Ownership

Collaboration

Education

Bachelor's degree in business administration or related field

High school diploma

Three to five years retirement plan administration experience

ASPPA: QKA/QKS/QKC/QPA

NIPA: AKS/APA/APR

IRS Enrolled Retirement Plan Agent

NAPA: CPFA/QPFC

Tools

Stax.ai

FT William

PensionPro

Microsoft Excel

Outlook

Teams

Job description

Wealthspire Advisors seeks a Plan Administrator to manage the full administration cycle for defined contribution plans, ensure ERISA compliance, and support client relationships. You will conduct non-discrimination testing, calculate contributions, review distributions, and assist with plan conversions and filings.

Ideal candidates have 3–5 years in retirement plan administration, relevant credentials, and strong Excel/communication skills.