[Hiring] Senior Plan Administrator @Aon

Role Description

• Be responsible for the full administration cycle for a block of defined contribution retirement plans
• Perform non-discrimination and compliance testing, including:
  • ADP/ACP
  • 410(b) coverage
  • Top-heavy
  • 415 annual addition limit
  • 401(a)(4) cross-testing
  • Other necessary measurements
• Calculate and allocate employer contributions
• Reconcile payroll contributions to determine prior activity aligns with prior instructions
• Reconcile employee census data to determine current year plan eligibility
• Review and approve participant distribution and loan requests performed by a centralized, supporting group
• Review Qualified Domestic Relations Orders (QDROs) and calculate distributions to alternate payees
• Reconcile trust assets and contributions, interpreting trust financial statements to resolve discrepancies
• Support plan conversions and takeovers, including coordination with prior TPAs, investment advisors, and clients
• Interpret plan document provisions to ensure accurate, compliant administration
• Ensure clients adhere to government filing and regulatory requirements

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.
• Three to five 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.

Requirements

• Effective oral, written, and interpersonal skills; communicates clearly and interactively with team members and support staff
• Proven organizational and problem-solving skills, with sound judgment on plan design and compliance matters
• Demonstrated ability to deliver quality customer service while managing multiple tasks with a high degree of accuracy
• A sense of urgency and commitment to timely, high-quality project completion, balanced with attention to detail and confidentiality
• 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
• Performance-based incentives