Senior Retirement Plan Administrator — Compliance & Advisory

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

Benefits offered by this job

Health & wellness programs

401(k) with match

PTO & paid holidays

Job summary

Wealthspire Advisors seeks a Plan Administrator to oversee defined contribution retirement plans, ensuring compliance and accurate allocations. You’ll work with clients, TPAs, and advisors to manage plan designs and ongoing maintenance.

With 3–5 years in retirement plan administration, you will handle regulatory filings, coordinate distributions, and support plan conversions while building strong client relationships.

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.

Responsibilities

• Plan Administration & Compliance: full administration cycle for defined contribution plans; perform testing and allocate employer contributions; review distributions and QDROs; reconcile plan assets.
• Government Filings & Regulatory Support: complete and audit Forms 5500, 5330, 8955-SSA, 1099-R; ensure accuracy.
• Client & Relationship Management: serve as primary contact for clients; guide plan design and contributions; support client portals; attend meetings.
• Analysis & Communication: review and summarize plan data; provide research support for clients.

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 familiarity

Excel

Outlook

Teams

Job description

Wealthspire Advisors seeks a Plan Administrator to oversee defined contribution retirement plans, ensuring compliance and accurate allocations. You’ll work with clients, TPAs, and advisors to manage plan designs and ongoing maintenance.

With 3–5 years in retirement plan administration, you will handle regulatory filings, coordinate distributions, and support plan conversions while building strong client relationships.