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Senior Plan Administrator
NFP, an Aon companyPlan Administrator providing consulting and administration for a block of retirement plans. Collaborating with internal and external clients to ensure compliance and proper plan management.
About the role
Key responsibilities & impact- Provide direction to plan sponsors on designing and maintaining qualified plans
- Serve as a technical resource for research and plan analysis projects
- Perform retirement plan administration and consulting for a block of clients A-Z
- Review and approve participant distribution and loan requests
- Reconcile trust assets and contributions
- Assist clients and participants with recordkeeping portals
- Perform compliance testing and calculations for employer contributions
- Ensure clients adhere to government filing and regulatory requirements
Requirements
What you’ll need- Bachelor’s degree in business administration, business analytics, mathematical economics, finance, or related fields
- 3 to 5 years of directly related work experience in retirement plan administration and consulting
- Possession of professional certifications such as ASPPA, QKA, QKS, QKC, QPA, NIPA, AKS, APA, APR, ERPA, NAPA, CPFA, or QPFC
- FT William Administration and PensionPro software experience preferred
- Strong working knowledge of Microsoft Excel, Outlook, and Teams
Benefits
Comp & perks- Competitive salary
- PTO & paid holidays
- 401(k) with match
- Performance-based incentives
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
retirement plan administrationcompliance testingplan analysisreconciliationcalculations for employer contributionsrecordkeepingparticipant distributionloan requests
Certifications
ASPPAQKAQKSQKCQPANIPAAKSAPAAPRERPA