Senior Retirement Plan Administrator

Senior Retirement Plan Administrator | Form 5500 | $85K–$100K + 401(k) Match & Profit Sharing

This Jobot Job is hosted by: Jamal Elkhateib
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $85,000 - $110,000 per year

A bit about us:

*Relocation assistance is offered for this role*

We're partnering with a rapidly expanding retirement plan fiduciary and advisory firm that's helping employers across the country take the complexity and administrative burden out of managing their 401(k) plans.

This isn't simply another book-of-business administrator position. You'll have significant ownership over the Form 5500 and regulatory notice function, while helping lead and develop a team responsible for some of the most critical compliance deliverables for employer-sponsored retirement plans.

The organization operates across 401(k) administration, financial advisory, and investment management, including fiduciary services designed to support employers with reporting, disclosures, notices, and ongoing plan oversight.

Why join us?

Hybrid work schedule—Excellent work-life balance
401(k): 100% match on the first 3% + 50% match on the next 2%
Additional 3–5% profit-sharing contribution
18 PTO days + 2 floating holidays
Medical, dental & vision through UHC
Life insurance at 1x base salary
Short-term & long-term disability

Job Details

What You'll Own

Oversee the preparation, review, and timely filing of Form 5500 and related schedules
Ensure filings are accurate, complete, and compliant with applicable DOL and IRS deadlines
Manage required retirement plan notices and disclosures.
Review work for accuracy and identify issues before they impact clients or regulatory deadlines
Lead workflow, assignments, and follow-through across the team
Identify missing plan/client data and drive issues through resolution
Support annual plan audits and complex retirement-plan questions
Coach and mentor team members while establishing clear expectations around quality and productivity
Handle escalated client and compliance issues
Improve SOPs, workflows, and quality-control processes as the organization continues to scale
Partner across client service and other internal teams to ensure plan issues are resolved accurately and on time

What We're Looking For:

3+ years of retirement plan / defined contribution experience
Strong hands-on experience with Form 5500 preparation, review and filing
Knowledge of 401(k), defined contribution, and ERISA plan administration
Experience with required plan notices, disclosures, and regulatory deadlines
Previous leadership, supervisory, or team-lead experience
Strong quality-control skills and attention to detail
Comfortable handling deadlines, escalations, and multiple priorities
Advanced Excel skills
Bachelor's degree or equivalent relevant experience
QKA certification preferred, or willingness to obtain it within the required timeframe
Experience supporting plan audits is highly valuable

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

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