Strategic Retirement Plan Architect

ADP; Florham Park (NJ); On-site; USD 69,000 - 129,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) Matching

Wellness Program

Short/Long Disability

Holidays & Vacation

Volunteer Time Off

Job summary

ADP is seeking a Retirement Plan Optimization Specialist to support cross-tested plan design, including New Comparability allocations. You will work with Sales, Financial Advisors, and Clients to assess census data and illustrate allocation scenarios, aiming to optimize owner and highly compensated groups while controlling costs.

The role requires ERISA compliance experience and strong client-facing communication.

Qualifications

• 5-8 years’ experience in qualified retirement plans required.
• ERISA consulting/compliance experience with New Comparability or age-weighted features preferred.

Responsibilities

• Consult with ADP sales, financial advisors, and clients on plan design with New Comparability allocations.
• Advise on census population data to maximize benefits and minimize costs.
• Perform year-end allocations, testing, and related compliance tasks.
• Maintain end-to-end processes and communications for pre-sale to on-boarding.

Skills

Qualified plans

ERISA

New Comparability

Cross testing

Census analysis

Plan design

Client communication

Consulting

Education

Bachelor's degree

Tools

ASC software

Job description

ADP is seeking a Retirement Plan Optimization Specialist to support cross-tested plan design, including New Comparability allocations. You will work with Sales, Financial Advisors, and Clients to assess census data and illustrate allocation scenarios, aiming to optimize owner and highly compensated groups while controlling costs.

The role requires ERISA compliance experience and strong client-facing communication.