Senior Retirement Plan Administrator

Wealthspire Retirement Advisory; United States; On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Exclusive discount programs

Health & wellness programs

Job summary

Wealthspire Advisors is seeking a Plan Administrator to manage the full administration cycle for defined contribution retirement plans across multiple clients. You will handle nondiscrimination testing, contributions, trust reconciliations, and regulatory compliance, interfacing with clients, TPAs, and auditors.

Ideal candidates have 3–5 years of retirement plan administration experience, ASPPA ERPA or CPFA/QPFC credentials, and strong Excel skills.

Qualifications

• Bachelor's degree in a related field or equivalent experience.
• Three to five years of retirement plan administration and consulting experience.
• Preferred credentials: QKA, QKS, QKC, QPA; ERPA; CPFA; QPFC.

Responsibilities

• Be responsible for the full administration cycle for a block of defined contribution retirement plans.
• Perform nondiscrimination and compliance testing (ADP/ACP, 410(b), top-heavy, 415, 401(a) cross-testing).
• Calculate and allocate employer contributions.
• Reconcile payroll contributions and census data for plan eligibility.
• Review and approve participant distributions and loans.
• Review QDROs and calculate distributions to alternate payees.
• Support plan conversions and takeovers with TPAs, advisors, and clients.
• Interpret plan documents to ensure accurate administration.
• Ensure compliance with government filing and regulatory requirements.

Skills

Communication skills

Judgment & problem-solving

Client service

Ownership

Collaboration

Education

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

High school diploma

Tools

Stax.ai

FT William

PensionPro

Job description

Wealthspire Advisors is seeking a Plan Administrator to manage the full administration cycle for defined contribution retirement plans across multiple clients. You will handle nondiscrimination testing, contributions, trust reconciliations, and regulatory compliance, interfacing with clients, TPAs, and auditors.

Ideal candidates have 3–5 years of retirement plan administration experience, ASPPA ERPA or CPFA/QPFC credentials, and strong Excel skills.