Sr. Plan Administrator

Who We Are

Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client’s financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client.

Wealthspire Advisors acts as a wealth manager, investment advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit

Wealthspire Advisors is a firm built on a straightforward idea: that clients deserve an advisor as motivated as they are to achieve their financial aspirations. With an independent business model that offers no proprietary products or sales incentives, and a deep bench of experts structured to collaborate around client needs, our team thrives on solving the complexities of our clients’ financial lives.

This position provides direction to plan sponsors to design and maintain a qualified plan to meet client needs. It also serves as a technical resource for research and plan analysis projects for both internal and external clients.

• Perform retirement plan administration and consulting with a block of clients
• A-Z Plan Administration for block of defined contribution retirement plans
• Review, process and/or approve participant distribution and loan requests
• Reconcile trust assets and contribution
• Assist clients and participants with navigation of plan sponsor and participant secure recordkeeping portals
• Perform non-discrimination and compliance testing
• Calculate and allocate employer contributions
• Consult with client regarding timely deposit/remittance of deferrals and employer contribution
• Complete, review, provide audit support for and file appropriate government forms 5500, 5330, 8955-SSA, 1099-R, and related schedules
• Develop effective working relationships with clients, internal and external advisors, recordkeepers and auditors supporting those mutual client relationships
• Ensure clients adhere to Government filing and regulatory requirements
• Assist with drafting of prototype plan documents and amendments that meet requirements of plan sponsor and their advisors and recordkeeping partners
• Review, analyze and summarize data in succinct, clear and written communication using Microsoft office tools to support our Advisors, Consultants and Plan Administrators
• Maintain and expand ERISA compliance and software knowledge
• Comply with continuing education requirements; participate in professional organizations, independent study, etc
• Integrate new knowledge and skills into daily work and share with colleagues as appropriate
• Recognize opportunities for new business development
• Ability to work both independently and in a team environment with a positive attitude, proactive mindset, and entrepreneurial spirit
• Other duties as needed to support clients, team members, internal partners and external vendors, advisors and auditors

• Bachelor’s degree in a specialized field such as business administration, business analytics, mathematical economics, finance, and/or other related fields of study. Experience in lieu of degree will be considered.
• Three (3) to five (5) years of directly related work experience in the field of retirement plan administration and consulting.
• Possession of professional credentialing including but not limited to:
• American Society of Pension Professionals (ASPPA) Qualified 401k Administrator (QKA), Qualified Plan Specialist (QKS), Qualified 401k Consultant (QKC) and/or Qualified Pension Administrator (QPA) designations
• National Institute of Pension Administrators (NIPA) Accredited 401(k) Specialist (AKS), Accredited Pension Administrator (APA) and/or Accredited Pension Representative (APR)
• Internal Revenue Service (IRS) Enrolled Retirement Plan Agent (ERPA)
• National Association of Pension Advisors (NAPA) Certified Plan Fiduciary Advisor (CPFA) and/or Qualified Plan Financial Consultant (QPFC)
• FT Willliam Administration and Pension Pro…