Retirement Plan Administrator (TPA) / Sr. Compliance Consultant

Retirement Plan Administrator (TPA) / Sr. Compliance Consultant This position offers a base pay range of $80,000.00/yr to $110,000.00/yr. Pay will be determined based on skills and experience. Location REMOTE – work from home. Equipment provided. Education College Degree or equivalent experience. Requirements Must have a minimum of 2-3 years of administration experience (8+ years for high end of salary) Must have hands‑on compliance testing background and have completed 3 full cycles of testing (10+ cycles for high end of salary) Must have prepared Form 5500 and related schedules Must have experience with Defined Contribution (plus DB or Cash Balance) Must have performed employer calculations for consideration of higher salary range Must have management/team lead/quality review experience for high salary consideration Must have experience with multiple record‑keeping platforms Additional Notes Experience with 3(16) fiduciary responsibilities is a plus. Experience with SRT is a plus. Experience with MEPs, PEPs and ROBS is a plus. ASPPA and/or NIPA credentials are a plus. Description The ideal candidate has 3-8+ years of hands‑on plan administration experience, excellent client communication skills, and a commitment to continuing education. Responsibilities and Primary Duties Serve as main point of contact and take ownership of assigned clients. Provide support to financial advisors and referral sources. Accurately interpret and apply plan document provisions. Ensure compliance with ERISA, DOL, and IRS requirements. Conduct annual compliance testing for assigned clients (402(g), 415(c), 410(b), ADP/ACP, Top Heavy, Plan Limits, etc.). Prepare and file Form 5500 and related schedules. Compute projected and actual employer plan contribution calculations with allocation methods. Handle trust accounting and financial reporting. Manage custodian downloads, uploads, and imports. Reconcile contributions. Facilitate vesting updates with custodian. Process plan payroll when required. Prepare custodian correction/update forms as needed. Support Senior Retirement Plan Consultants and assist in training new associates. Review associate work for assigned clients. Assist clients with locating missing participants and secure ERISA bonding. Determine and process Required Minimum Distributions (RMD). Coordinate and deliver annual required notices. Represent the company on client calls and in meetings as needed. Maintain working knowledge of custodian websites and processes. Support retirement plan implementation, conversion, de‑conversion, and termination processes. Collect and review annual census data and employer questionnaires. Import census data and perform data checks. Determine Highly Compensated Employee (HCE) and Key Employee status. Provide loan and distribution support. Benefits 401(k) with match Health insurance PTO and more Seniority Level Mid‑Senior level Employment Type Full‑time Job Function Analyst, Consulting, and Administrative #J-18808-Ljbffr