Senior Retirement Plan Administrator

C&N

Senior Retirement Plan Administrator for C&N overseeing retirement plans and delivering exceptional service. Managing client relationships and ensuring regulatory compliance in retirement plan administration.

Posted 7/15/2026full-timeRemote • Pennsylvania • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in retirement plan administration, compliance oversight, and client relationship management, ensuring operational accuracy and regulatory adherence while providing exceptional participant education and support.

Highest-signal resume keywords

Retirement Plan AdministrationCompliance MonitoringClient Relationship ManagementParticipant EducationSecurities Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Plan Design ReviewCompliance TestingForm 5500 PreparationOperational AccuracyProcess Improvement

Soft Skills

Customer ServiceRelationship BuildingCollaboration

Certifications & Qualifications

Securities RegistrationQualified 401(k) ASPPA Administrator

Industry Keywords

Retirement PlansWealth ManagementRegulatory OversightBusiness Development

About the role

Key responsibilities & impact

Client Relationship Management: Serve as the primary contact for assigned retirement plans by building strong relationships with plan sponsors and participants while delivering exceptional customer service and ongoing support.
Retirement Plan Administration: Administer qualified retirement plans by reviewing plan design, maintaining plan documents, overseeing compliance testing, coordinating plan conversions, and ensuring operational accuracy.
Compliance & Regulatory Oversight: Monitor retirement plans for compliance with applicable regulations, assist with annual testing, Form 5500 preparation, disclosures, and recommend process improvements that strengthen operational effectiveness.
Business Development & Relationship Growth: Identify opportunities to expand Retirement Services and other Wealth Management relationships through referrals, participant education, and collaboration with Financial Consultants.
Participant Education & Support: Coordinate enrollment meetings, provide retirement education, respond to participant and sponsor inquiries, and help clients maximize the value of their retirement plans.

Requirements

What you’ll need

Education & Experience – You will need a bachelor's degree AND one 4-6 years of related experience and/or training OR an equivalent combination of education and experience.
Recommended Certifications – Securities Registration Qualified 401(k) ASPPA Administrator

Benefits

Comp & perks

Paid Time Off : Generous vacation, personal, sick, family sick, and community service leave.
Retirement Savings : 401(k) with pre-tax and ROTH contribution options and a safe harbor match, plus an Employee Stock Ownership Plan (ESOP).
Health & Wellness : Health, dental, and vision coverage, including employer-paid premium options for employee-only coverage.
Health Savings Account (HSA) and Flexible Spending Accounts (FSAs) for medical and dependent care.
Employer-paid life and disability insurance.
Additional voluntary coverages to meet your unique needs.
Career Development : Access to education and development programs and ongoing support for personal and professional growth.