Team Lead Retirement Plan Analyst (Total Administration)

Overview

The organization is seeking an experienced and motivated Team Lead Retirement Plan Analyst to support its Retirement Plan Services team. This role combines technical retirement plan administration with leadership responsibilities, including guidance, training, escalation support, and a personal caseload.

This position is fully remote and requires residency in AZ, CA, CO, FL, GA, IA, MD, MI, NC, NY, NJ, OH, PA, SC, TX, or Utah.

Responsibilities

Team Leadership & Support

• Serve as a primary point of contact for team escalations and technical support.
• Assist with onboarding, training, and ongoing development of Retirement Plan Analysts.
• Provide feedback to management for analyst performance reviews.
• Promote a positive, collaborative team environment.
• Support organizational policies and advocate for continuous improvement initiatives.
• Help team members use internal resources, reference materials, and knowledge management tools.
• Monitor team workflow and provide reporting and progress updates to management.

Retirement Plan Administration

Perform retirement plan administration, including:

• Contributions processing
• Participant loans
• Distributions
• Qualified employer securities transactions
• Nondiscrimination and compliance testing
• Develop corrective strategies for testing failures and recommend plan design improvements
• Prepare signature-ready Form 5500 filings and other regulatory reports
• Review and interpret plan documents to ensure compliance with IRS and Department of Labor regulations
• Research and resolve operational and regulatory compliance issues
• Communicate complex retirement plan regulations to clients in a clear and understandable manner
• Educate plan sponsors on fiduciary responsibilities and plan administration requirements
• Participate in client meetings and assist in resolving client concerns
• Maintain accurate workflow tracking in PensionPro, Ft. Williams, and CRM systems
• Collaborate with internal teams, vendors, and clients to ensure timely resolution of plan issues
• Manage special projects and additional responsibilities as assigned

Requirements

• Bachelor’s degree or an equivalent combination of education, training, and experience.
• Strong knowledge of retirement plan administration, compliance testing, and IRS regulations.
• Excellent analytical, organizational, and problem-solving skills.
• Strong attention to detail and ability to manage multiple priorities.
• Outstanding written and verbal communication skills.
• Advanced customer service and client relationship management abilities.
• Ability to work independently and collaboratively in a team environment.
• Proficiency in Microsoft Excel, Word, and Outlook.

Preferred Qualifications

• At least one year of Total Administration experience.
• ASPPA credentials or active pursuit of ASPPA certification.
• Experience preparing Form 5500 filings and performing compliance testing.
• Experience training, mentoring, or providing technical guidance to team members.

Compensation & Benefits

• Medical, dental, and vision insurance
• LTD and STD
• Generous paid time off and paid holidays
• Fully remote work environment
• Ongoing professional development and career growth opportunities

Location

Fully remote; must reside in AZ, CA, CO, FL, GA, IA, MD, MI, NC, NY, NJ, OH, PA, SC, TX, or Utah.