Title determined based on education, ASPPA/NIPA credentials, and professional experience
Position Type
Full-time
Remote work from anywhere with a stable internet connection.
*This position is fully remote. The location was added to increase visibility on job boards*
Compensation
Salaried: $75,000 $105,000 annually
Compensation is commensurate with experience, education, and relevant credentials.
About the Role
Were seeking a skilled and proactive Pension Administrator (or Senior Pension Administrator) to join our remote team in a client-facing role. Youll be entrusted with managing the administration of a diverse portfolio of defined contribution plansranging in size, structure, and complexity.
This is a dynamic opportunity to make a meaningful impact while building lasting relationships with clients and collaborating with a supportive network of specialists, consultants, and coordinators.
If you have DB/DC combo plan experience, youll also enjoy a tailored caseload that incorporates those plan types. Your initial caseload will start at 4050 plans and grow annually until you reach a full portfolio of 80 plans.
Key Responsibilities
- Manage eligibility determinations, employee data corrections, and complex contribution calculations
- Perform compliance testing across a variety of retirement plan benchmarks
- Prepare variance reports, asset reconciliations, valuations, and necessary tax forms (Forms 5500, 8955-SSA, and others)
- Support client audits with precision and clarity
Document Review & Consulting
- Explain plan document provisions and amendments in simple, accessible terms
- Suggest strategic amendments to enhance plan administration
Client Relations & Communication
- Provide timely, friendly, and professional responses to client inquiries
- Simplify complex pension topics to foster client understanding and confidence
- Offer problem-solving insight that adds genuine value to client experiences
Professional Development & Collaboration
- Engage in ongoing education (mandatory, even for non-credentialed team members)
- Collaborate across teams to enhance our services and processes
- Champion innovation, efficiency, and a positive team dynamic
Job Requirements
What Were Looking For
Your Strengths
- Positive, collaborative mindset with confident problem-solving skills
- Strong time management and organizational habits
- Independent initiative balanced with thoughtful teamwork
- Clear, personable communicator (especially via Microsoft Teams video)
- Attention to detail and analytical mindset
Your Background
- Bachelors degree strongly preferred
- ASPPAQKA,QKC,QPA,CPCorNIPAAKS,APA,ARPcredentials preferred
- Uncredentialedapplicants: well support you in earning yourQKA(within 6 months) andQKC(within 12 months)includingexam reimbursement upon passing
- Minimum 5 years in aTPAfirm, working across a variety of defined contribution plans
Tech Proficiency
- ASC, Microsoft Office, and Microsoft Teams required
- Familiarity withPensionProa major plus
Remote Work Requirements
- High-speed, stableinternetconnection
- Quiet, well-lit workspace free from major distractions
- Available during regular business hours in your local time zone
Ready to Apply?
If youre passionate about retirement plan administration and want to contribute to a collaborative, high-performance team, wed love to hear from you. Join us and help shape retirement solutions that make a difference.
Industry Expertise: Defined Contribution, Defined Benefit, 401(k), Qualified Plans, Non Qualified Plans, ESOP, Taft-Hartley,403(b), ERISA Compliance, Plan Administration, Conversions/Implementation, Wealth Management, Financial Advisors, Institutional Retirement Sales, Wholesaling
Types of Positions: Plan Administration, Conversions/Implementation, Compliance/ERISA, Client Relationship Manager, Education/Enroller, Sales/Wholesaling/DCIO, Wealth/Retirement Financial Advisor, Manager, Director, VP.
The best part of my job: I build and maintain long term relationships. When I help a candidate advance their career and help a client hire the right person, it's a great feeling.
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