Senior Plan Administrator, (ARPS)

Overview

This role involves managing a portfolio of qualified retirement plan clients and delivering high-quality retirement plan administration, compliance support, and client service.

You will serve as the primary point of contact for an assigned caseload of approximately 70–80 retirement plans. Responsibilities include supporting annual plan administration, compliance testing, government filings, and ongoing regulatory requirements. You will work closely with internal teams and clients to answer questions, meet key deadlines, and help ensure plan compliance with IRS and Department of Labor requirements.

Responsibilities

Client Relationship Management

• Manage and maintain relationships for an assigned caseload of approximately 70–80 retirement plan clients.
• Provide timely, high-quality customer service, including proactive problem-solving and issue resolution.
• Serve as a trusted resource for clients regarding retirement plan administration and compliance matters.
• Build strong client relationships that support high levels of client satisfaction and retention.
• Own stewardship of assigned client relationships and ensure consistent follow-through on client needs and commitments.
• Communicate clearly and professionally with clients through verbal and written communication.

Plan Administration & Compliance

• Manage annual retirement plan administration, including compliance testing, government forms, and valuation packages.
• Perform and/or review annual compliance testing, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), 401(s), deductibility, and 402(g) testing, as applicable.
• Review, prepare, and help ensure the timely filing of Form 5500 for assigned plans.
• Assist clients in meeting applicable IRS and Department of Labor deadlines for qualified retirement plans.
• Review participant distribution and loan requests and support internal distribution and loan teams with compliance-related questions.
• Maintain accurate and complete plan records and documentation.

Plan Design & Regulatory Support

• Partner with the plan documents team to address plan design and document-related questions.
• Apply knowledge of IRS, Department of Labor, and ERISA requirements when advising clients and supporting plan administration.
• Maintain current knowledge of retirement plan legislation and proposed regulatory changes through self-study, industry resources, and company-sponsored training.
• Assist with IRS and Department of Labor audits when assigned plans are selected for review.
• Support external auditors when a plan is subject to an annual plan audit.

Team Collaboration

• Collaborate with internal teams to resolve client and plan administration issues efficiently.
• Participate in staff meetings, training sessions, and professional development opportunities as requested.
• Support a team-oriented environment by assisting colleagues and contributing to broader departmental needs.
• Perform other duties and responsibilities as assigned.

Requirements

• Experience administering qualified retirement plans in a TPA, recordkeeping, or retirement services environment.
• Working knowledge of ERISA, IRS, and Department of Labor regulations related to qualified retirement plans.
• Experience performing or reviewing retirement plan compliance testing and Form 5500 filings.
• Strong analytical and problem-solving skills with excellent attention to detail.
• Ability to independently manage a high-volume caseload while balancing competing priorities and deadlines.
• Strong written and verbal communication skills with a client-service mindset.
• Ability to collaborate effectively across teams and build strong relationships with clients and colleagues.
• Proficiency with retirement plan administration systems and Microsoft Office applications.

Preferred Qualifications

• Industry credentials such as QKA, QPA, or equivalent retirement plan designation.

Compensation & Benefits

Compensation

• Anticipated base salary range: $90,000–$93,000 annually.
• Actual compensation will be determined based on factors including experience, qualifications, skills, and geographic location.

Benefits

• Flexible workplace: Hybrid and remote options available for many roles.
• Flexible PTO: Competitive paid time off, including flexible & unlimited options.
• Inclusive environment.
• Growth opportunities: Support for ongoing learning and career development.
• Comprehensive benefits: Health, dental, vision, life, and disability coverage.
• Workplace perks: Incentive bonus programs, flexible hours, & more.

Specific benefits and programs may vary by partner and position.