Team Lead, Administration Services

Position Summary

We are seeking an experienced Director of Plan Administration to lead a team of retirement plan administrators while maintaining oversight of qualified retirement plan administration and compliance. This role is ideal for a seasoned retirement plan professional who combines deep technical expertise with strong leadership skills and a passion for developing others. The Team Lead will be responsible for ensuring the accuracy and timeliness of team deliverables, supporting complex client needs, driving process improvements, and serving as a technical resource for both clients and internal team members.

The ideal candidate has extensive A-to-Z defined contribution plan administration experience within a Third-Party Administrator (TPA) environment, enjoys mentoring others, and thrives in a collaborative, client-focused environment.

As a Director of Plan Administration, you'll play a critical role in developing retirement plan professionals while ensuring exceptional service for our clients. You'll have the opportunity to mentor a talented team, solve complex technical challenges, contribute to process improvements, and grow your leadership career within a collaborative and client-focused organization.

This is a fully remote position and can be performed from anywhere within the United States. We welcome candidates from all U.S. time zones; however, due to the primary locations of our partners and clients, preference will be given to those in the Pacific time zone.

• Lead, coach, and support a team of retirement plan administrators, ensuring high-quality work, productivity, and adherence to compliance deadlines.
• Oversee all aspects of qualified retirement plan administration and annual compliance for an assigned team of retirement plans.
• Review, authorize, and provide final quality assurance for team members' work, ensuring accuracy, consistency, and regulatory compliance.
• Track workloads, monitor project progress, and proactively manage deadlines to ensure timely completion of annual administration requirements.
• Coordinate with clients to request, obtain, and validate census data, financial information, and other required documentation.
• Serve as the primary escalation point for complex administrative, compliance, and client service issues.
• Draft and review non-standard correspondence, client communications, and technical reports.
• Review standard client correspondence and reporting prepared by team members.
• Review annual compliance testing, including nondiscrimination testing, coverage testing, top-heavy testing, and other required compliance analyses.
• Assist with and review Form 5500 preparation, including reconciliation of trust activity and plan assets.
• Partner closely with attorneys, actuaries, financial advisors, auditors, and internal stakeholders to resolve technical issues and support client needs.
• Provide consulting support during implementation of new retirement plans and assist with onboarding new clients.
• Identify opportunities to improve operational processes, increase efficiency, and enhance quality across the administrative team.
• Mentor and develop team members by providing ongoing coaching, technical guidance, performance feedback, and training.
• Stay current on ERISA, IRS, and Department of Labor regulations through continuing education, professional development, and company-sponsored training.
• Utilize Microsoft Outlook, Excel, Word, Adobe Acrobat, and other retirement plan administration software to effectively manage daily responsibilities.

• 8 years of A-to-Z defined contribution retirement plan administration experience within a TPA environment.
• Active ASPPA or NIPA professional designation, (QKA, QPA, CPC, APA, APR, or equivalent).
• Minimum 2 years of experience leading, reviewing, and managing the work of other retirement plan administrators.
• Demonstrated experience reviewing technical work and maintaining accountability for team deliverables.
• Strong knowledge of ERISA, IRS, and Department of Labor regulations governing qualified retirement plans.
• Excellent client relationship management and communication skills.
• Strong analytical, mathematical, and accounting aptitude.
• Proven ability to prioritize competing deadlines while maintaining exceptional attention to detail.
• Excellent written and verbal communication skills.
• Strong problem-solving and critical thinking abilities.
• Commitment to delivering high-quality work and continuously improving processes.
• Proficiency with…