Senior Retirement Plan Administrator

Jobot; Florida; Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

401(k) match

Profit sharing

Hybrid schedule

PTO 18 days + 2 holidays

Medical/Dental/Vision

Life insurance 1x salary

Job summary

Jobot is hiring a Director, Form 5500 & Retirement Plan Compliance in Altamonte Springs, FL. Hybrid role with ownership of Form 5500, notices, and plan administration for national clients.

Lead a team of 8 and partner with internal teams to ensure timely, accurate filings and disclosures. The candidate should have 5+ years in retirement plan compliance, deep Form 5500 experience, ERISA knowledge, and strong Excel/CRM skills.

Qualifications

• 5+ years in retirement plan compliance with Defined Contribution exposure.
• Deep experience with Form 5500 preparation, review, QC, and filing.
• Strong knowledge of ERISA and retirement plan reporting requirements.
• Bachelor's degree preferred; professional credentials valued (QKA, ASPPA).

Responsibilities

• Own end-to-end Form 5500 process: preparation, workflow, filing deadlines.
• Ensure accuracy, completeness, and timely filing of Form 5500 and schedules.
• Oversee retirement plan notices and disclosures with accuracy and timing.
• Establish QA procedures to identify errors and compliance risks before deadlines.
• Lead and develop an 8-person team across Form 5500, notices, and admin tasks.

Skills

Advanced Excel

Client-facing communication

Regulatory filing coordination

Education

Bachelor's degree in finance or business

QKA certification

Tools

CRM systems

Job description

Director, Form 5500 & Retirement Plan Compliance

$85000 - $110000 per year | Altamonte Springs, FL | Hybrid | Permanent

Hybrid -Director of Retirement Plan Compliance | Form 5500 | $85K-$100K + 401(k) Match & Profit Sharing

A bit about us:

Relocation assistance is offered for this role

We're partnering with a rapidly expanding retirement plan fiduciary and advisory firm that is helping employers across the country take the complexity and administrative burden out of managing their 401(k) plans.

This isn't simply another book-of-business administrator position. You'll have significant ownership over the Form 5500 and regulatory notice function, while helping lead and develop a team responsible for some of the most critical compliance deliverables for employer-sponsored retirement plans.

The organization operates across 401(k) administration, financial advisory, and investment management, including fiduciary services designed to support employers with reporting, disclosures, notices, and ongoing plan oversight.

Why join us?

Hybrid work schedule - Excellent work-life balance

401(k): 100% match on the first 3% + 50% match on the next 2%

Additional 3-5% profit-sharing contribution

18 PTO days + 2 floating holidays

Medical, dental & vision through UHC

Life insurance at 1x base salary

Short-term & long-term disability

Job Details

What You’ll Own:

• Own the end-to-end Form 5500 process, including preparation, workflow, quality review, filing deadlines, corrections, and escalations.
• Ensure Form 5500s and applicable schedules are accurate, complete, and filed within required DOL and IRS deadlines.
• Oversee required retirement plan notices and disclosures, ensuring accuracy and timely distribution.
• Establish strong quality-control procedures designed to identify errors, missing information, and compliance risks before filings reach the client or regulatory deadline.
• Serve as the escalation point and subject matter expert for complex Form 5500 and Defined Contribution plan administration issues.
• Support annual client audits and work with internal teams and plan sponsors to resolve outstanding documentation, data, or compliance issues.
• Maintain strong working knowledge of ERISA, Defined Contribution plan administration, and evolving retirement plan reporting requirements.

Lead & Develop an 8-Person Team

• Directly manage a team of 8 retirement plan professionals responsible for Form 5500, notices, and related retirement plan administration activities.
• Establish clear ownership, priorities, and deadlines across the team.
• Balance workloads during peak filing periods and proactively identify capacity issues before they affect client or regulatory commitments.
• Review work for accuracy, consistency, and quality, providing real-time coaching when issues are identified.
• Develop team members through regular feedback, training, mentoring, and performance management.
• Conduct performance reviews and establish measurable expectations around quality, productivity, timeliness, and client service.
• Handle staffing, hiring, corrective action, PTO/workload coverage, and other day-to-day people-management responsibilities.
• Build a culture where people take ownership of their work and problems are identified and escalated early rather than discovered at the deadline.

Operational Excellence

• Establish and monitor KPIs around filing accuracy, quality, productivity, turnaround times, client responsiveness, and regulatory deadlines.
• Identify recurring errors and operational bottlenecks, determine root causes, and implement corrective actions.li>
• Improve SOPs, workflows, templates, quality controls, and training programs as the organization scales.
• Use data and performance metrics to make decisions around staffing, workflows, and process improvements.
• Partner closely with Client Support and other departments to ensure clean handoffs and timely resolution of outstanding items.
• Ensure client interactions, decisions, follow-up actions, and resolutions are documented accurately within the CRM.
• Continuously evaluate how the Form 5500 and notices function can become more scalable, consistent, and efficient.

What We’re Looking For

• 5+ years of retirement plan industry experience, with substantial exposure to Defined Contribution plans.
• Deep hands-on experience with Form 5500 preparation, review, quality control, and filing.
• Strong understanding of related schedules, regulatory deadlines, and the information required to produce accurate filings.
• 3+ years of people leadership, supervisory, or management experience strongly preferred.
• Demonstrated experience managing, coaching, or developing teams in retirement plan administration, compliance, TPA, recordkeeping, or a closely related environment.
• Experience establishing workflows and managing high-volume regulatory deadlines.
• Ability to review the work of experienced administrators and identify errors, inconsistencies, or potential compliance issues.
• Working knowledge of ERISA and Defined Contribution plan administration.
• Experience supporting retirement plan audits and resolving complex plan or client issues.
• Strong client-facing communication skills with the ability to work directly with plan sponsors.
• Advanced Excel skills and comfort working across multiple retirement plan and CRM systems.
• Bachelor's degree in finance, business, or a related discipline preferred; equivalent retirement plan industry experience will also be considered.

Professional Credentials

QKA certification is strongly preferred.

Candidates without a current QKA may be considered when they bring substantial Form 5500 and Defined Contribution experience and are willing to obtain the credential within the first year.

Additional ASPPA credentials are highly valued.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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