Overview
This role is fully remote and supports the employer’s Northwest office. The organization is seeking an experienced Senior Defined Contribution Retirement Plan Administrator to join the Large Plan Services team.
This position provides consulting and administration services to large 401(k) and profit sharing plan clients with complex plan design, recordkeeping, compliance testing, and participant demographic data needs.
Responsibilities
Plan Consulting and Administration
- Serve as a senior consultant and administrator for large 401(k), profit sharing, and other defined contribution plan clients.
- Address complex plan design, recordkeeping, compliance testing, and participant demographic data requirements.
- Advise on single-employer and multiple-employer plan administration, regulatory requirements, and evolving industry practices.
- Research and resolve complex administrative and regulatory issues, escalating matters as appropriate.
Compliance and Regulatory Support
- Perform and review required compliance testing and recommend remedial measures when results are unfavorable.
- Analyze controlled group matters and their effect on plan administration and compliance.
- Support plan changes arising from mergers and acquisitions, including implementation and coordination requirements.
- Coordinate applicable regulatory filings and maintain accurate supporting records.
Recordkeeping, Data, and Quality Management
- Work with defined contribution plan recordkeeping systems and supporting administration software.
- Collect, analyze, reconcile, and validate payroll, human resources, census, and related client data from decentralized systems.
- Track assigned work in designated internal systems, meet established deadlines, and review deliverables for completeness and accuracy.
- Apply strong mathematical, research, problem-solving, and quality-control skills to complex client matters.
Client and Service Provider Coordination
- Coordinate with plan sponsor contacts and client service providers at all levels regarding ongoing administration, plan design, and regulatory matters.
- Collaborate with auditors, financial advisors, plan counsel, senior management, and other stakeholders.
- Communicate technical information clearly and provide responsive, professional client service.
Requirements
- 8 or more years of defined contribution plan industry experience.
- Extensive experience supporting large 401(k) and profit sharing plans with complex design, recordkeeping, compliance testing, and demographic data requirements.
- Strong knowledge of regulatory, compliance, recordkeeping, administrative, filing, and communication requirements for single-employer and multiple-employer defined contribution plans.
- At least two years of experience working effectively from a remote, non-office-specific location.
- Experience coordinating with plan sponsors, auditors, financial advisors, plan counsel, senior management, and other service providers.
Preferred Qualifications
- Bachelor’s degree in Accounting, Business Administration, Economics, Finance, Mathematics, or a related field.
- Relevant ASPPA or IRS-recognized credential, such as QKA, QPA, CPC, ERPA, EA, or CPA.
Compensation & Benefits
- Competitive compensation: $90,000–$115,000 annually, based on experience and qualifications.
- Fully remote work environment.
- Professional development and continuing education support.
- Company-sponsored benefits available to eligible full-time employees, including:
- Medical, dental, and vision insurance
- Health Savings Account (HSA), subject to eligibility
- Life insurance
- 401(k) retirement plan with employer contributions
- Paid time off
- Professional development opportunities.
- All benefits are subject to applicable plan terms, eligibility requirements, and internal policies.
Location
Position Type