Senior Retirement Plans Specialist

Work180; Connecticut; Hybrid; USD 75,000 - 85,000; Full time

Job summary

Wealthspire Advisors is seeking a plan administrator to manage a block of defined contribution plans nationwide. You will oversee compliance testing, employer contributions, distributions, and audits, coordinating with TPAs, custodians, and client teams.

The role rewards clear communication, strong problem solving, and client service. Requirements include a Bachelor's degree and 3–5 years in retirement plan administration; credentials are encouraged.

Qualifications

• Three to five years of retirement plan administration and consulting.
• Bachelor's degree required; professional credentials encouraged.
• Experience with ERISA, IRS rules, and plan compliance.
• Strong communication and client-management skills.

Responsibilities

• Manage full administration cycle for defined contribution plans.
• Perform nondiscrimination testing and 410(b) coverage.
• Review distributions, QDROs, and trust reconciliations.
• Support plan conversions and regulator filings.
• Provide client relationship management and design guidance.

Skills

Communication

Judgment & problem solving

Client service

Ownership

Collaboration

Education

Bachelor's degree (business administration/related)

High school diploma

Tools

Stax.ai

FT William

PensionPro

ASC

Excel

Outlook

Teams

Job description

Wealthspire Advisors is seeking a plan administrator to manage a block of defined contribution plans nationwide. You will oversee compliance testing, employer contributions, distributions, and audits, coordinating with TPAs, custodians, and client teams.

The role rewards clear communication, strong problem solving, and client service. Requirements include a Bachelor's degree and 3–5 years in retirement plan administration; credentials are encouraged.