DC Plan Administrator​/Consultant; Remote

Location:

Fully remote

Compensation: $70,000 - $80,000

We re an established, independent third-party administrator specializing in the administration and compliance of qualified retirement plans. We pride ourselves on technical depth, long-term client relationships, and a collaborative team. We go beyond software output to truly understand the plans we administer, and we value people who take pride in accuracy, client service, and continuing to grow professionally.

We re looking for an experienced DC Plan Administrator/Consultant to serve as the primary point of contact for an assigned book of qualified plan clients. This is a senior-level individual contributor role for a technically strong, detail-oriented professional who enjoys owning client relationships and the quality of their work. If you ve handled full A-to-Z administration at a TPA and can explain complex concepts clearly to sponsors, advisors, and CPAs, we d love to hear from you.

• Serve as the main contact for your clients, including plan sponsors, financial advisors, CPAs, and recordkeeping partners
• Handle full-cycle annual administration, from census review and eligibility determination through valuation, testing, and year-end deliverables
• Scrub and reconcile census data to ensure accurate testing and valuations
• Perform annual compliance and nondiscrimination testing, including ADP/ACP, 401(a)(4), 410(b), top-heavy, 402(g), and 415
• Calculate employer contributions across allocation methods, including pro-rata, permitted disparity, and new comparability/cross-testing
• Prepare and file Form 5500 and related schedules, coordinating with independent auditors on large plan filings
• Prepare valuations, benefit statements, and participant account reporting
• Review loan and distribution requests, including hardships, RMDs, and QDROs, for compliance with plan documents and the Code
• Interpret plan documents and review amendments and restatements, working with legal and internal teams as needed
• Identify operational failures and recommend corrections through EPCRS, including SCP and VCP
• Assist clients with plan terminations and related compliance
• Provide required participant notices and disclosures, such as safe harbor notices, SARs, fee disclosures, and blackout notices
• Monitor legislative and regulatory developments and advise clients proactively on needed plan changes
• Manage your workflow and meet regulatory filing deadlines consistently

• Required:
  
  At least 2 years of full A-to-Z retirement plan administration experience
• Proficiency in ADP/ACP, 401(a)(4), 410(b), and top-heavy testing, and in employer contribution allocation methods
• Working knowledge of ERISA, IRS, and DOL regulations governing qualified plans
• Experience preparing and filing Form 5500 and related schedules
• Strong plan document reading and application skills
• Excellent written and verbal communication with sponsors, advisors, and CPAs
• Strong organizational skills and the ability to manage multiple clients and deadlines
• Proficiency in Microsoft Excel and the Office suite
• A fully functioning remote work setup
• The ability to work independently with minimal supervision

• Experience with FTWilliam or Pension Pro
• Experience administering defined benefit or cash balance combo plans
• Experience with MEP, PEP, or 403(b) plans
• Experience with audited large plan administration

• A fully remote position
• A manageable, well-supported client caseload
• Competitive base salary based on experience and credentials
• A comprehensive benefits package, including health, dental, vision, and retirement contributions
• Long-term stability with a firm that values tenure and promotes from within