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Senior Retirement Plan Administrator

AdministrationAdministrationFull TimeRemoteSeniorTeam 201-500Since 1864H1B No SponsorCompany SiteLinkedIn

Location

Pennsylvania

Posted

3 days ago

Salary

0

Seniority

Senior

Bachelor Degree4 yrs expEnglish

Job Description

Senior Retirement Plan Administrator

C&N

• Client Relationship Management: Serve as the primary contact for assigned retirement plans by building strong relationships with plan sponsors and participants while delivering exceptional customer service and ongoing support. • Retirement Plan Administration: Administer qualified retirement plans by reviewing plan design, maintaining plan documents, overseeing compliance testing, coordinating plan conversions, and ensuring operational accuracy. • Compliance & Regulatory Oversight: Monitor retirement plans for compliance with applicable regulations, assist with annual testing, Form 5500 preparation, disclosures, and recommend process improvements that strengthen operational effectiveness. • Business Development & Relationship Growth: Identify opportunities to expand Retirement Services and other Wealth Management relationships through referrals, participant education, and collaboration with Financial Consultants. • Participant Education & Support: Coordinate enrollment meetings, provide retirement education, respond to participant and sponsor inquiries, and help clients maximize the value of their retirement plans.

Job Requirements

  • Education & Experience – You will need a bachelor's degree AND one 4-6 years of related experience and/or training OR an equivalent combination of education and experience.
  • Recommended Certifications – Securities Registration Qualified 401(k) ASPPA Administrator

Benefits

  • Paid Time Off : Generous vacation, personal, sick, family sick, and community service leave.
  • Retirement Savings : 401(k) with pre-tax and ROTH contribution options and a safe harbor match, plus an Employee Stock Ownership Plan (ESOP).
  • Health & Wellness : Health, dental, and vision coverage, including employer-paid premium options for employee-only coverage.
  • Health Savings Account (HSA) and Flexible Spending Accounts (FSAs) for medical and dependent care.
  • Employer-paid life and disability insurance.
  • Additional voluntary coverages to meet your unique needs.
  • Career Development : Access to education and development programs and ongoing support for personal and professional growth.

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