Overview
This role involves serving as a Retirement Plan Analyst focused on Total Administration for 401(k) plans. The analyst will manage day-to-day administration and compliance for a portfolio of 401(k) clients, acting as their primary point of contact. The position requires guiding clients through retirement plan operations and providing knowledgeable, reliable support.
Responsibilities
- Build and maintain strong relationships as the main contact for assigned 401(k) clients
- Handle full scope plan administration including contributions, loans, distributions, hardships, QDROs, and compliance testing
- Support Form 5500 preparation and ensure all deadlines are met
- Research and resolve operational and regulatory compliance questions
- Explain complex regulations in an understandable manner to clients
- Maintain accurate workflow and documentation using Pension Pro
- Collaborate with internal teams, vendors, and clients to resolve issues efficiently
- Stay informed on retirement plan laws, regulations, and industry developments
Requirements
- ASPPA credential(s) or willingness to obtain
- Bachelor’s degree or equivalent experience
- Working knowledge of 401(k) plan administration and IRS rules
- Strong analytical, organizational, and problem-solving skills
- Excellent customer service skills with clear written and verbal communication
- Ability to manage multiple priorities while maintaining accuracy
- Proficiency in Microsoft Excel, Word, and Outlook
Work Environment
- Monday–Friday, 8:00 AM–5:00 PM with occasional after-hours as needed
- Fully remote position requiring a secure home office
- Must reside in one of the following states: AZ, CA, CO, FL, GA, IA, MD, MI, MN, NC, NY, NJ, OH, PA, SC, TX, UT, LA
Compensation & Benefits
- Competitive compensation
- Medical, dental, and vision coverage
- Generous paid time off, paid holidays, and floating holidays
- Professional development support including ASPPA credential assistance
- Collaborative and supportive team environment
This opportunity is ideal for someone detail-oriented who enjoys helping clients and wants to grow a career in financial and retirement services. Training and support will be provided for candidates with varying levels of experience.