Retirement Plan Administrator
Core
Full ownership of 65–75 retirement plans including plan design, compliance testing, and client service for 401(k) and cross-tested plans.
Role type
Mid-level Retirement Plan Administrator
Builds
Retirement plan administration services for small- to mid-sized businesses
Domain
Financial services / Retirement planning
Required skills
401(k) plan administration, compliance testing, client service, process improvement, project management, CRM software, analytical problem-solving
Preferred skills
QKA or QPA certification, DB/CB plans experience, Combo plans experience
Technologies
Word, Excel, PowerPoint, Outlook, CRM software
Responsibilities
Manage A-Z administration of assigned retirement plans, serve as a guide to other plan administrators, initiate process improvements, provide strategic guidance, maintain business relationships
Seniority
Mid-level, hands-on IC
