Location: RemoteSalary Range: $75,000 - $85,000, plus bonus, depending on experienceJoin a Team That Loves This WorkIf you take pride in getting every number right, get a little excited about new regulations, and enjoy untangling plan documents, we'd like to meet you. We're an independent retirement plan administration firm looking for a Defined Contribution Plan Administrator to join a team of people who are passionate about the details and committed to great service.About The RoleYou'll guide clients and referral partners through the full life of their retirement plans, from the first design conversation to the final Form 5500. You'll be a trusted resource for plan sponsors, their CPAs, and their financial advisors, and you'll work in a culture that believes the best client service comes from a team that feels supported.Our approach blends personal service with modern tools. Clients reach a real person when they call, and our technology takes care of repetitive tasks so you can focus on meaningful work.What You'll DoPrepare and review annual valuation reports for defined contribution plans, drawing on plan documents and participant dataReview compliance and nondiscrimination testing, including 401(a)(4), 410(b), 414(s), 402(g), and 415, and prepare and review IRS filings such as Form 5500Calculate minimum and maximum contribution allocations to build plan illustrationsAct as a main point of contact for clients, coordinating with their CPAs and advisorsReview plan amendments and confirm that executed copies are on fileWork with our business development and onboarding team on proposals and technical guidance for prospective clients and their advisorsWhat You BringAt least 2 years of retirement plan administration experience, ideally with smaller defined contribution plans (under 100 participants)Experience with administration software such as PensionPro, DATAIR, or ftwilliam is a plusAn ASPPA, NIPA, or similar credential, or a real interest in earning oneComfort explaining qualified plan concepts clearly to clients and referral sourcesStrong organizational skills and the ability to balance competing deadlinesExcellent written and verbal communication, and the ability to work independently and as part of a teamWhat Makes Someone Thrive HereA sharp eye for detail: You catch what others miss.A problem-solving mindset: You spot an issue, propose a fix, and see it through.A love of learning and teaching: You enjoy staying current on a changing industry and sharing what you know.A client-first outlook: You want every client interaction to leave them feeling well cared for.Adaptability: You're open to trying new approaches and learning from what doesn't work.What We OfferCompetitive base salary of $75,000 - $85,000, plus bonus, based on experienceA fully remote positionEmployer-paid health insurance premiums, with optional dental, vision, and living benefitsPaid continuing education and conference attendanceGenerous paid time off, starting at up to 16 days in your first year and growing with tenure, plus paid company holidaysA non-elective profit sharing contributionA focus on work-life balance, with an effort to keep deadline crunch to a minimumReal room to grow your careerLong-term stability. We're committed to staying independent rather than being sold.J-18808-Ljbffr
