[Hiring] Plan Administrator @Aon

Role Description

We are seeking a Plan Administrator with the technical expertise to support a variety of complex retirement plan administration projects. While this individual will have the knowledge and experience to provide full plan administration, their expertise will be leveraged by the Special Projects team to provide technical research, analysis, and guidance to internal and external stakeholders.

In this role, you will have the opportunity to make a meaningful impact by helping clients and prospective clients navigate complex compliance challenges, resolve difficult plan issues, and protect the long-term health of their retirement plans.

The ideal candidate combines deep ERISA and plan administration expertise with the relationship-building skills needed to guide clients confidently through an increasingly complex regulatory landscape.

Key Responsibilities

• Plan Administration & Compliance
  • Provide various technical compliance tasks for a multitude of clients including projects such as DB/DC/H&W 5500 preparation and corrective calculations.
  • Perform non-discrimination and compliance testing, including ADP/ACP, 410(b) coverage, top-heavy, 415 annual addition limit, 401(a)(4) cross-testing and other necessary measurements.
  • Calculate and allocate employer contributions.
  • Assist clients with corrections through the various governmental programs.
  • Reconcile payroll contributions and employee census to determine if prior activity aligns with prior instructions and determine current year plan eligibility.
  • Reconcile trust assets and contributions, interpreting trust financial statements to resolve discrepancies.
  • Interpret plan document provisions to ensure accurate, compliant administration.
  • Ensure clients adhere to government filing and regulatory requirements.
• Government Filings & Regulatory Support
  • Complete, review, and provide audit support for Forms 5500, 5330, 8955-SSA, 1099-R, and related schedules.
  • Review and validate work completed by other plan administrators and support staff to ensure accuracy prior to delivery.
  • Maintain and expand ERISA compliance and software knowledge in step with evolving regulations and our evolving technology platform capabilities.
• Client & Relationship Management
  • Develop effective working relationships with clients, internal teams, external advisors, recordkeepers, and auditors supporting shared client relationships.
  • Identify and present opportunities for new business development.
• Analysis & Communication
  • Review, analyze, and summarize plan data in clear, succinct written communication to support advisors, consultants, and fellow Plan Administrators.
  • Serve as a technical resource for research and plan analysis projects for internal and external clients.
• Professional Development
  • Comply with continuing education requirements and pursue ongoing credentialing.
  • Participate in professional organizations and independent study to stay current on ERISA and industry developments.
  • Integrate new knowledge and skills into daily work, sharing insights with colleagues as appropriate.

Qualifications

• Bachelor's degree in business administration, business analytics, mathematical economics, finance, or a related field. Equivalent professional experience will be considered in lieu of a degree.
• High school diploma required.
• 1-3 years of directly related experience in retirement plan administration and consulting.
• Credentialing (one or more preferred):
  • ASPPA: Qualified 401(k) Administrator (QKA), Qualified Plan Specialist (QKS), Qualified 401(k) Consultant (QKC), and/or Qualified Pension Administrator (QPA).
  • NIPA: Accredited 401(k) Specialist (AKS), Accredited Pension Administrator (APA), and/or Accredited Pension Representative (APR).
  • IRS Enrolled Retirement Plan Agent (ERPA).
  • NAPA: Certified Plan Fiduciary Advisor (CPFA) and/or Qualified Plan Financial Consultant (QPFC).
• Experience with Stax.ai, FT William, and PensionPro strongly preferred; familiarity with ASC a plus.
• Strong working knowledge of Microsoft Excel, Outlook, and Teams.
• High degree of technical and legal knowledge, including familiarity with the Internal Revenue Code and ERISA as they apply to qualified plans.

Core Competencies

• Communication – effective oral, written, and interpersonal skills; communicates clearly and interactively with team members and support staff.
• Judgment & problem-solving – proven organizational and problem-solving skills, with sound judgment on plan design and compliance matters.
• Client service – demonstrated ability to deliver quality customer service while managing multiple tasks with a high degree of accuracy.
• Ownership – a sense of urgency and commitment to timely, high-quality project completion, balanced with attention to detail and confidentiality.
• Collaboration – ability to work independently and within a team, bringing a positive, proactive, and entrepreneurial mindset.

Benefits

• Competitive salary.
• PTO & paid holidays.
• 401(k) with match.
• Exclusive discount programs.
• Health & wellness programs.