Senior Retirement Plan Administrator

NFP Corp; Windsor (CT); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

PTO & paid holidays

401(k) with match

Health & wellness programs

Discount programs

Job summary

Wealthspire Advisors is seeking a seasoned retirement plan administrator to manage defined contribution plans end-to-end for a diverse client base across the United States. You will ensure compliance, coordinate with TPAs and advisors, and act as the primary client contact for plan design and maintenance.

The role calls for 3–5 years of retirement plan administration experience, CPA/ASPPA/NIPA credentials preferred, and strong ERISA/IRC knowledge.

Qualifications

• Three to five years of directly related experience in retirement plan administration and consulting.
• Credentialing (one or more preferred): ASPPA - QKA/QKS/QKC/QPA; NIPA - AKS/APA/APR; IRS ERPA; NAPA - CPFA/QPFC.
• Strong working knowledge of ERISA and Internal Revenue Code as they apply to qualified plans.

Responsibilities

• Plan Administration & Compliance: full admin cycle for a block of defined contribution plans.
• Complete Forms 5500, 5330, 8955-SSA, 1099-R and related schedules.
• Serve as the primary contact and consultant for assigned clients on plan design and maintenance.
• Support plan conversions and takeovers with TPAs, investment advisors, and clients.
• Analyze plan data and summarize results for Advisors, Consultants, and plan admins.

Skills

Communication

Judgment

Problem Solving

Client Service

Ownership

Collaboration

Education

Bachelor's degree in business administration / related field

High school diploma

Tools

Stax.ai

FT William

PensionPro

ASC

Microsoft Excel

Outlook

Teams

Job description

Wealthspire Advisors is seeking a seasoned retirement plan administrator to manage defined contribution plans end-to-end for a diverse client base across the United States. You will ensure compliance, coordinate with TPAs and advisors, and act as the primary client contact for plan design and maintenance.

The role calls for 3–5 years of retirement plan administration experience, CPA/ASPPA/NIPA credentials preferred, and strong ERISA/IRC knowledge.