Retirement Plan Account Administrator

SS&C Technologies

Retirement Plan Account Administrator managing and servicing retirement plan accounts for clients. Ensure compliance and enhance client satisfaction while developing relationships with plan sponsors and brokers.

Posted 4/14/2026full-timeRemote • Arizona, Connecticut, Florida, Illinois, Kansas, Maine, Maryland, Massachusetts, Minnesota, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, Virginia • 🇺🇸 United StatesJuniorMid-Level💰 $80,000 - $90,000 per yearWebsite

About the role

Key responsibilities & impact

Manage and service retirement plan accounts, ensuring client satisfaction and regulatory compliance.
Build rapport with plan sponsors and brokers on complex plan issues.
Respond to plan sponsors’ requests for information on various issues.
Conduct trend analysis of issues and response times.
Develop improvements to workflows and procedures for efficiency and client satisfaction.

Requirements

What you’ll need

Bachelor’s degree and 2 years of work-related experience, or a Master’s degree and 1 year of work-related experience, or 4 years equivalent work-related experience
3-5 years of defined contribution plan administration/management experience, with a strong background in customer service/relationship management required.
Advanced knowledge of Microsoft Office Applications; specifically Excel and PowerPoint.
Advanced knowledge of Employee Retirement Income Security Act (ERISA), Department of Labor (DOL), and Internal Revenue Service (IRS) regulatory issues highly desired.
Strong understanding of TPA, Plan Sponsor, broker, and participant roles and responsibilities in qualified plans, as well as understanding of testing and plan documents.

Benefits

Comp & perks

Medical, dental, and vision coverage
401(k) plan with company match
Paid time off, holidays, and parental leave
Professional development reimbursement opportunity

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills & Tools

defined contribution plan administrationtrend analysisworkflow improvementregulatory compliance

Soft Skills

client satisfactionrelationship managementcommunicationrapport building

Certifications

Bachelor’s degreeMaster’s degree