Job Application - Leading Retirement Solutions

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Retirement Plan Senior Plan Administrator

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Salary is commensurate with experience. Salary ranges from $80,000 to $95,000.

We implement 401(k)s, 403(b)s, Defined Benefit Plans, SEP & Simple IRAs, ROBS, ESOPS, Church Plans, and even plans for Cannabis companies. Through our open architecture recordkeeping services, we provide investment advisors, managers, plan sponsors and participants access to traditional and nontraditional investments.


Department Responsibilities:

The Plan Administration team supports all aspects of Plan Administration including communicating with plan sponsors, participants, and referral partners to develop and direct the implementation process, improving workflow processes, make program and policy changes, and meet regulatory requirements.


Role Responsibilities:

  •         Support a team responsible for servicing company sponsored retirement plans
  •         Train and mentor team members and conduct thorough reviews of their work
  •         Assist with all aspects of administration in a balance forward and daily valuation environment
  •         Prepare and present valuations
  •         Conduct compliance and discrimination testing for clients
  •         Collect and process census information
  •         Determine eligibility, vesting, and calculate contributions/allocations
  •       Prepare match and/or profit sharing calculations based on client goals and needs
  • Prepare and review coverage and non-discrimination tests, including controlled and affiliate service group considerations
  • Calculate ADP/ACP refunds, recommend appropriate correction method and work with team members to distributed timely
  •        Review plan documents, understand retirement plan provisions and accurately apply to client and participant circumstances, including distributions, loans and vesting
  •         Contribution calculations.  Prepare projected and actual plan contributions.  Cross testing experience is a plus
  •         Recommend and discuss plan design changes with client services manager
  •         Review of census data, determine employee eligibility and participation
  •         Collect and track necessary information for completion of valuation reports, including working with multiple types of investment providers
  •         Complete and review contribution calculations (age weighted, integrated, cross tested, etc.)
  •         Reconcile trust assets to participant accounts
  •         Perform annual testing including coverage, top heavy and non-discrimination testing
  •         Preparation of 5500 Forms, related schedules and other IRS Forms
  •         Determine RMD eligible, calculate and communicate distributions to be taken or waived 
  •         Work and communicate with Sponsors and Participants in processing requests
  •         Prepare quarterly management reports and annual participant statements
  •        Understanding of Plan Errors and working knowledge of correction methods
  •         Compliance all aspects of the team’s work including annual compliance tests, trust accounts, asset accounting, 5500 and all Schedules required, 5330, 8955A.
  •         Facilitate Plan terminations and mergers
  •         Identifying and working with large plan audits, coordinating with service providers, collecting, assembling and analyzing data
  •         Support clients with IRS Audits and DOL investigations
  •         Calculate late deposit requirements
  •         Review and determine 8955A requirements
  •         Set and maintain team goals
  •         Monitor workflow for calendar and off calendar plans
  •         Support Plan conversions and deconversion



  • Graduate degree in finance or related field preferred
  • 4+ years retirement industry experience required preferably with defined contribution plans
  • QKA or QPA designation required
  • Expert knowledge of laws and regulations related to qualified plans and types of plan designs (IRS, DOL, ERISA, EGTRRA, PPA)   
  • Understanding of Plan Errors and working knowledge of correction methods
  • Expert knowledge with Schwab Retirement and Ft Williams software and/or similar systems is required
  • Superb communication skills and a commitment to superior customer service
  • Excellent attention to detail and accuracy, proficient with numbers and basic calculations
  • Solutions oriented and ability to handle changing and competing responsibilities are necessary skills when working in an emerging business, like Leading Retirement Solutions
  • Strong command of technology and ability to easily and quickly learn new software solutions
  • Works well with a team, including other team members who work remotely/virtually
  • Proficient with Excel, Word, Outlook, and Adobe Acrobat
  • Creative participation and forward-looking contribution to team activities and company progress
  • Possess a preference for action, avoids workplace distractions, and drives performance targets to completion
  • Possess a preference for action, avoids workplace distractions, and drives performance targets to completion

 We Offer Great Benefits!

  • Choice between 4 medical plans
  • Dental, Vision and Accident Insurance 
  • 3+ Weeks of Paid Time off (PTO) Starting
  • Paid Holidays
  • Employer sponsored 401(k) Plan + Employer matching contributions
  • Performance bonuses
  • Financial support for ongoing education and credentialing
  • Great, casual working environment with casual dress. 
  • 100% Employer Paid Work from Home Setup
  • Flexible Scheduling