Senior Retirement Plan Administrator – Defined Contributions

CBIZ

Senior Retirement Plan Administrator responsible for managing retirement plan compliance and overall client satisfaction. Requires extensive knowledge in retirement plan administration and compliance.

Posted 7/30/2026full-timeAtlanta • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in retirement plan administration and compliance, with a strong focus on client satisfaction and relationship management. Proficient in compliance testing, asset reconciliation, and preparation of Form 5500, while effectively utilizing technology and communication tools.

Highest-signal resume keywords

Retirement Plan AdministrationCompliance TestingForm 5500 PreparationQualified Pension Administrator (QPA)Qualified 401(K) Administrator (QKA)

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Retirement Plan AdministrationCompliance TestingForm 5500 PreparationAsset ReconciliationEmployer Contribution CalculationsQualified Domestic Relations OrdersAdvanced Knowledge of Laws and RegulationsExpert Use of Technology

Soft Skills

Interpersonal SkillsLeadership SkillsCustomer Needs AnticipationInitiativeTeam Player

Tools & Technologies

MS Office SuiteOutlookWordExcelPowerPointConcurSkype

Certifications & Qualifications

Qualified Pension Administrator (QPA)Qualified 401(K) Administrator (QKA)

Industry Keywords

Client SatisfactionService QualityPlan SponsorsCompliance StandardsRetirement Plans

About the role

Key responsibilities & impact

Primary contact for a specified block of business and is responsible for the overall client satisfaction on the assigned business
Perform all required Compliance Testing and related items
Reconciles assets, prepare Form 5500 and all schedules
Preparation of necessary allocations for Employer contributions and calculations such as required minimum distributions and Qualified Domestic Relations Orders
Respond to Plan sponsors in a professional and timely manner concerning issues or questions
Promote client retention and identify opportunities to build existing relationships through timely service quality
Resolve complex situations or requests
Achieve service goals established by department
Additional responsibilities as assigned

Requirements

What you’ll need

High School Diploma or GED
At least five years of professional, retirement plan administration, and compliance experience
Possesses advanced knowledge and understanding of industry and professional concepts, principles, practices, and procedures
Possesses expert knowledge of pertinent laws, regulations, and professional standards
Expert use of applicable technology
Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
Experience performing work that requires initiative and leadership skills
Experience in coaching and teaching others
Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)
Ability to anticipate and elicit customer needs
Ability to self-learn and develop business and technical knowledge quickly
Motivated team player with demonstrated interpersonal skills
Comfortable working with quick turnaround times and deadlines
Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
Ability to travel as necessary

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development