Talantix.io
Compass Retirement Consulting Group•03.03.26
AI SCORE 8.2

Retirement Plan Administrator - Remote

$70K–$90K/year
RemoteRetirement Plans
IRS Regulations•DOL Regulations•ERISA Compliance•PensionPro•Data Analysis•Microsoft Office Suite

About the Role

We are seeking a dedicated Retirement Plan Administrator - Remote to join our team. In this role, you will manage the administration of retirement plans, ensuring compliance with IRS and DOL regulations. You will play a crucial part in the termination of retirement plans, providing expert guidance and support to clients throughout the process.

What You'll Do

  • Oversee the administration of retirement plans, including 401(k) plans and compliance testing.
  • Manage plan terminations and ensure all regulatory requirements are met.
  • Prepare IRS Form 5500 and assist with asset valuations.
  • Conduct nondiscrimination testing and ensure compliance with ERISA regulations.
  • Communicate effectively with clients to address their needs and provide exceptional service.

Requirements

  • 3+ years of experience as a Retirement Plan Administrator.
  • Strong knowledge of IRS and DOL regulations related to retirement plans.
  • Experience with PensionPro and FTW software is a plus.
  • QKA certification is preferred.
  • Excellent communication and project management skills.

Nice to Have

  • Experience in data analysis and payroll processing.
  • Familiarity with accounting principles related to retirement plans.
  • Previous experience in client management and customer service.

What We Offer

  • Competitive salary with an annual bonus.
  • Fully remote or hybrid work options.
  • Opportunities for professional development and growth.
  • A collaborative work environment that values teamwork.
  • A comprehensive benefits package that supports your well-being.
Why This Job8.2 of 10

This Retirement Plan Administrator - Remote position offers a competitive salary and the flexibility of remote work. Join a collaborative team focused on compliance and client service.

Salary Range
Required
0/1
Optional
0/1
Bonus
0/1

Who Will Succeed Here

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In-depth knowledge of IRS and DOL regulations, with hands-on experience in ERISA compliance, ensuring accurate management of retirement plans using tools like PensionPro.

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Strong analytical mindset and proficiency in data analysis, enabling the candidate to interpret complex data sets and generate reports that inform compliance and plan performance.

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Self-motivated with excellent time management skills, thriving in a remote work environment and capable of balancing multiple client accounts while meeting deadlines.

Learning Resources

→IRS Retirement Plans Overviewarticle
→DOL Regulations on Retirement Plansguide
→PensionPro User Trainingcourse

Career Path

Retirement Plan Administrator(Now)→Senior Retirement Plan Consultant(2-4 years)→Retirement Plan Director(5-7 years)

Market Overview

Market Size 2024
$5.2B
Annual Growth
8.3%
AI Adoption in Compliance
45%
Investment in Compliance Tech
+35%
Labour Demand for Compliance Roles
+20%
Avg Salary for Retirement Plan Administrators
$75K

Skills & Requirements

Required
IRS RegulationsDOL RegulationsERISA Compliance
Growing in Demand
Data Privacy RegulationsRisk ManagementAdvanced Excel Techniques
Declining
Manual Data EntryBasic Spreadsheet Functions

Domain Trends

Increased Automation in Compliance
The use of AI and machine learning for automating compliance checks is projected to increase by 50% over the next two years, enhancing accuracy and efficiency.
Remote Work in Compliance Roles
Remote positions for compliance roles have surged by 40% as companies adapt to flexible work environments, leading to a broader talent pool.
Regulatory Technology (RegTech) Growth
Investment in RegTech solutions is expected to grow by 30% annually, as firms seek technology to manage IRS and DOL compliance efficiently.

Industry News

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