Senior Retirement Plan Administrator

Weaver Partners; United States; Remote; USD 65,000 - 95,000; Full time

Job summary

Join a forward-thinking firm as a Defined Contribution Plan Administrator, where your expertise in retirement plans will be valued. This role offers the opportunity to manage a diverse portfolio of DC plans within a supportive team environment. You will leverage your strong communication and organizational skills to ensure compliance and provide excellent service to clients. With a commitment to your professional growth, the company offers benefits such as medical and vision insurance, a 401(k) plan, and support for ASPPA exams. If you are passionate about retirement plan administration and looking for a place to grow your career, this position is perfect for you.

Benefits

Medical insurance

Vision insurance

401(k)

PTO

Support for ASPPA exams

Career progression opportunities

Great team environment

Qualifications

• Bachelor's degree or equivalent experience in finance or related field.
• Minimum of 2 years in DC retirement plan administration.

Responsibilities

• Manage a book of sophisticated DC Plans in a TPA environment.
• Ensure compliance with ERISA, IRS, DOL, and PBGC regulations.

Skills

Proficiency with ASC Software

Microsoft Office proficiency

Strong verbal and written communication skills

Time management and organizational skills

Understanding of retirement plans

Familiarity with Defined Benefit and Cash Balance Plans

Education

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

Tools

ASC Software

Microsoft Office

Job description

This range is provided by Weaver Partners. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$65,000.00/yr - $95,000.00/yr

We are seeking a Defined Contribution Plan Administrator with significant industry experience to help successfully manage a book of sophisticated DC Plans in a TPA environment.

Skills and Experience needed

• Proficiency with ASC Software is preferred, but will train
• Experience with Microsoft Office with proficiency in Excel
• ASPPA/NIPA designations – preferred but not required
• Strong verbal and written communication skills
• Proven track record of remote work
• Solid time management, organizational skills, and ability to multi-task
• Comprehensive understanding of retirement plans
• Excellent written and verbal communication skills
• Familiarity with Defined Benefit and Cash Balance Plans is a plus

Featured benefits

• Medical insurance
• Vision insurance
• 401(k)
• PTO
• Will support ASPPA exams
• Career progression and great team

Preferred experience/Qualifications:

• Bachelor's degree in business, finance, accounting, or related field, or equivalent combination of education and experience.
• Knowledge of various record keeper platforms.
• Minimum of 2 years of experience in DC retirement plan administration.
• Knowledge of ERISA, IRS, DOL, and PBGC rules and regulations governing retirement plans, as well as industry best practices and standards.
• Excellent analytical, problem-solving, and decision-making skills, with the ability to handle multiple tasks and prioritize effectively.
• High level of accuracy, attention to detail, and ability to work on a variety of administrative projects/tasks.
• Proficient in Microsoft Office applications and retirement plan administration software and systems.
• Knowledge of FT William for testing/5500s. (Will train software)
• 3(16) fiduciary experience is a plus, but not needed.

Seniority level

Not Applicable

Employment type

Full-time

Job function

Administrative, Analyst, and Other

Industries

Human Resources Services and Financial Services