Position Summary 

The Senior Plan Administrator is responsible for the coordination of daily plan administration, development and implementation of new plan procedures. Qualified candidate is a motivated, self-starter who has attained valuable industry experience allowing them to complete all job responsibilities independently and with merit. Position is the primary contact for clients. Work from home permitted.

Essential Duties and Responsibilities 

The essential functions include, but are not limited to the following:

• Develop and implement plan procedures

• Conduct Eligibility Determination

• Perform Contribution Calculations

• Complete Compliance Testing

• Prepare Form 5500

• Manage caseload of 50-75 clients

• Manage client communication regarding plan operation

• Maintain excellent client relationships by promptly responding to client requests

• Performing other duties as assigned

  Minimum Qualifications (Knowledge, Skills, and Abilities)

• Minimum 3-5 years of retirement plan experience

• Qualified 401(k) Administrator (QKA) designation recommended 

• Knowledge of benefit plans and operations

• Plan Design experience a plus

• Plan Document Drafting experience a major plus

• Excellent written, oral, and interpersonal communication skills

• Strong analytical skills with extreme attention to detail

• Ability to handle several tasks simultaneously and to work under tight deadlines

• Must be proficient in Office applications – Outlook, Excel, Word