Client Advocate
Strategic HR Business Advisors
Senior Retirement Plan Administrator
OneDigital
full-time
Posted on:
Origin: • 🇺🇸 United States • Pennsylvania
Visit company websiteSalary
💰 $95,000 - $105,000 per year
Job Level
Senior
About the role
- Serve as primary relationship manager for assigned client caseload
- Maintain high retention through proactive communication and service delivery
- Serve as escalation resource for complex or high-risk client issues
- Prepare, amend, and maintain plan documents
- Ensure documents are updated with regulatory and plan changes
- Perform nondiscrimination testing (ADP/ACP, top-heavy, cross-tested)
- Monitor participant eligibility, contributions, and vesting schedules
- Ensure compliance with ERISA, IRS, and DOL requirements
- Process distributions, hardship withdrawals, loans, RMDs, and QDROs
- Provide guidance and support to participants and plan sponsors
- Maintain accurate participant census and payroll data
- Reconcile contributions, employer match, and forfeitures
- Ensure timely deposits of participant contributions
- Prepare government filings (Form 5500 and related forms)
- Provide required participant notices (Safe Harbor, fee disclosures, etc.)
- Generate participant statements and communications
- Support internal and external audit processes
- Coordinate corrections for errors or non-compliance
- Collaborate with recordkeepers, custodians, payroll providers, and advisors
- Escalate and resolve complex client issues as needed
Requirements
- Must be eligible to work in the United States without the need for work visa or residency sponsorship
- ASPPA and/or CEBS designation required
- 10+ years of experience in all aspects of retirement plan administration
- Experience with 401(k) and 403(b) plans
- Depth of knowledge in ERISA, DFVCP, VCP filings
- Proficient in Non-Discrimination testing (Section 401(a)(4), 401(a)(26))
- Microsoft Office (Excel, Word, PowerPoint), Adobe, Docusign
- Excellent customer service and communication skills
- Strong organizational, problem-solving, teamwork, collaboration skills
- Strong work ethic, productivity, professionalism
- Experience with any/all of the following: 401(k) plans, 403(b) plans, defined benefit plans, DB/DC combo plans, MEPs/PEPs, FTWilliam systems
