Retirement Plan Administration Jobs
Retirement Plan Administration jobs are open across financial services, insurance, benefits consulting, and corporate HR departments, from entry-level administrators to senior compliance and plan design specialists, with roles in 401(k) administration, ERISA compliance, and participant services. Find a role that fits below and apply directly.
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Showing 5 of 9+ Retirement Plan Administration jobs
Team Lead Retirement Plan Analyst (Total Administration)
Fully Remote | Must Reside in: AZ, CA, CO, FL, GA, IA, MD, MI, NC, NY, NJ, OH, PA, SC, TX, or Utah
About the Role
We are seeking an experienced and motivated Team Lead Retirement Plan Analyst to support our Retirement Plan Services team. This role serves as a key resource for analysts by providing guidance, training, and escalation support while maintaining a personal caseload of retirement plan administration work. The ideal candidate will have a strong technical understanding of qualified retirement plans, excellent client service skills, and a passion for mentoring others.
This position offers the opportunity to work closely with leadership, contribute to team development, and help ensure exceptional service delivery and regulatory compliance for our clients.
Key Responsibilities
Team Leadership & Support
Serve as a primary point of contact for team escalations and technical support.
Assist with onboarding, training, and ongoing development of Retirement Plan Analysts.
Provide feedback to management for analyst performance reviews.
Promote a positive, collaborative team environment.
Support company policies and advocate for continuous improvement initiatives.
Assist team members in utilizing internal resources, reference materials, and knowledge management tools.
Monitor team workflow and provide reporting and progress updates to management.
Retirement Plan Administration
Perform all aspects of retirement plan administration, including:
Contributions processing
Participant loans
Distributions
Qualified employer securities transactions
Conduct nondiscrimination and compliance testing.
Develop corrective strategies for testing failures and recommend plan design improvements.
Prepare signature-ready Form 5500 filings and other regulatory reports.
Review and interpret plan documents to ensure compliance with IRS and Department of Labor regulations.
Research and resolve operational and regulatory compliance issues.
Communicate complex retirement plan regulations to clients in a clear and understandable manner. Support plan sponsors by educating them on their fiduciary responsibilities and plan administration requirements.
Participate in client meetings and assist in resolving client concerns.
Maintain accurate workflow tracking in PensionPro, Ft. Williams, and CRM systems.
Collaborate with internal teams, vendors, and clients to ensure timely resolution of plan issues.
Manage special projects and additional responsibilities as assigned.
What We're Looking For
Required Qualifications Bachelor's degree or an equivalent combination of education, training, and experience.
Strong knowledge of retirement plan administration, compliance testing, and IRS regulations.
Excellent analytical, organizational, and problem-solving skills.
Strong attention to detail and ability to manage multiple priorities.
Outstanding written and verbal communication skills.
Advanced customer service and client relationship management abilities.
Ability to work independently and collaboratively in a team environment.
Proficiency in Microsoft Excel, Word, and Outlook.
Preferred Qualifications
At least one year of Total Administration experience.
ASPPA credentials or active pursuit of ASPPA certification.
Experience preparing Form 5500 filings and performing compliance testing.
Experience training, mentoring, or providing technical guidance to team members.
Core Competencies
Successful candidates will demonstrate the ability to:
Deliver high-quality work while meeting deadlines.
Provide exceptional service and support to clients and colleagues.
Communicate effectively with individuals at all levels of an organization.
Analyze complex issues and develop practical solutions.
Lead by example and foster a positive team culture.
Adapt to changing priorities and business needs.
Why Join Us?
This role is ideal for an experienced retirement plan professional who enjoys both technical plan administration and helping others succeed.
You'll have the opportunity to make a meaningful impact on team performance, client satisfaction, and overall business success while continuing to grow your expertise within the retirement services industry.
Why You'll Love Working at Benetrends We believe great employees deserve great benefits and opportunities.
What We Offer
Medical, dental, and vision insurance.
LTD and STD.
Generous paid time off and paid holidays.
Fully remote work environment.
Ongoing professional development and career growth opportunities.
Collaborative, supportive team culture.
Stable company with a strong reputation and long-tenured employee.
Team Lead Retirement Plan Analyst (Total Administration)
Fully Remote | Must Reside in: AZ, CA, CO, FL, GA, IA, MD, MI, NC, NY, NJ, OH, PA, SC, TX, or Utah
About the Role
We are seeking an experienced and motivated Team Lead Retirement Plan Analyst to support our Retirement Plan Services team. This role serves as a key resource for analysts by providing guidance, training, and escalation support while maintaining a personal caseload of retirement plan administration work. The ideal candidate will have a strong technical understanding of qualified retirement plans, excellent client service skills, and a passion for mentoring others.
This position offers the opportunity to work closely with leadership, contribute to team development, and help ensure exceptional service delivery and regulatory compliance for our clients.
Key Responsibilities
Team Leadership & Support
Serve as a primary point of contact for team escalations and technical support.
Assist with onboarding, training, and ongoing development of Retirement Plan Analysts.
Provide feedback to management for analyst performance reviews.
Promote a positive, collaborative team environment.
Support company policies and advocate for continuous improvement initiatives.
Assist team members in utilizing internal resources, reference materials, and knowledge management tools.
Monitor team workflow and provide reporting and progress updates to management.
Retirement Plan Administration
Perform all aspects of retirement plan administration, including:
Contributions processing
Participant loans
Distributions
Qualified employer securities transactions
Conduct nondiscrimination and compliance testing.
Develop corrective strategies for testing failures and recommend plan design improvements.
Prepare signature-ready Form 5500 filings and other regulatory reports.
Review and interpret plan documents to ensure compliance with IRS and Department of Labor regulations.
Research and resolve operational and regulatory compliance issues.
Communicate complex retirement plan regulations to clients in a clear and understandable manner. Support plan sponsors by educating them on their fiduciary responsibilities and plan administration requirements.
Participate in client meetings and assist in resolving client concerns.
Maintain accurate workflow tracking in PensionPro, Ft. Williams, and CRM systems.
Collaborate with internal teams, vendors, and clients to ensure timely resolution of plan issues.
Manage special projects and additional responsibilities as assigned.
What We're Looking For
Required Qualifications Bachelor's degree or an equivalent combination of education, training, and experience.
Strong knowledge of retirement plan administration, compliance testing, and IRS regulations.
Excellent analytical, organizational, and problem-solving skills.
Strong attention to detail and ability to manage multiple priorities.
Outstanding written and verbal communication skills.
Advanced customer service and client relationship management abilities.
Ability to work independently and collaboratively in a team environment.
Proficiency in Microsoft Excel, Word, and Outlook.
Preferred Qualifications
At least one year of Total Administration experience.
ASPPA credentials or active pursuit of ASPPA certification.
Experience preparing Form 5500 filings and performing compliance testing.
Experience training, mentoring, or providing technical guidance to team members.
Core Competencies
Successful candidates will demonstrate the ability to:
Deliver high-quality work while meeting deadlines.
Provide exceptional service and support to clients and colleagues.
Communicate effectively with individuals at all levels of an organization.
Analyze complex issues and develop practical solutions.
Lead by example and foster a positive team culture.
Adapt to changing priorities and business needs.
Why Join Us?
This role is ideal for an experienced retirement plan professional who enjoys both technical plan administration and helping others succeed.
You'll have the opportunity to make a meaningful impact on team performance, client satisfaction, and overall business success while continuing to grow your expertise within the retirement services industry.
Why You'll Love Working at Benetrends We believe great employees deserve great benefits and opportunities.
What We Offer
Medical, dental, and vision insurance.
LTD and STD.
Generous paid time off and paid holidays.
Fully remote work environment.
Ongoing professional development and career growth opportunities.
Collaborative, supportive team culture.
Stable company with a strong reputation and long-tenured employee.
See All 9 Retirement Plan Administration Jobs
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Find JobsRetirement Plan Administration Job Market
Who's Hiring
What Employers Look For
The qualifications that appear most often in retirement plan administration jobs.
- 3 to 5 years of 401(k) or defined benefit plan administration experience
- Working knowledge of ERISA regulations, plan documents, and IRS compliance requirements
- Proficiency with recordkeeping platforms and benefits administration systems
- QKA, QPA, or other ASPPA credential preferred or required
- Experience running nondiscrimination testing including ADP, ACP, and top-heavy tests
- Associate's or bachelor's degree in finance, accounting, business, or a related field
Tips for Your Retirement Plan Administration Job Search
Tailor your resume to plan types
Hiring managers scan for specific plan experience fast. Call out each plan type you've administered, whether 401(k), 403(b), defined benefit, or ESOP, in a dedicated skills section so your resume clears both ATS filters and recruiter review.
List your credentials prominently
Certifications like QKA, QPA, and ASPPA credentials carry real weight in retirement plan administration hiring. Put them right below your name and contact info, not buried in a footer, so they're the first thing a hiring manager notices.
Target openings by plan sponsor type
Recordkeepers, third-party administrators, and corporate benefits teams each want different experience. When you search, filter by employer type so you're applying to roles where your background in bundled or unbundled administration actually matches what they need.
Apply early to roles that fit
Migrate Mate lists retirement plan administration openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prepare to answer ERISA compliance scenarios
Interviewers regularly ask how you've handled discrimination testing failures, late contributions, or plan document amendments. Walk in with two or three specific examples that show you identified an issue, worked the correction process, and documented the outcome correctly.
Negotiate using total compensation context
Retirement plan administration roles often come with strong benefits packages that vary significantly by employer. Before negotiating, ask for the full compensation breakdown, including employer match, health coverage, and any production bonuses, so you compare offers on equal footing.
Retirement Plan Administration Jobs: Frequently Asked Questions
Which companies are hiring the most retirement plan administrations?
ADP, BDO, and Vestwell are hiring the most retirement plan administrations right now, with openings concentrated in New Jersey, Texas, and Virginia, based on current listings on Migrate Mate as of November 2026. Demand is strongest at third-party administrators and large recordkeepers managing high plan volumes.
How many retirement plan administration jobs are remote?
About 100% of retirement plan administration openings are fully remote or hybrid as of November 2026, reflecting how much of the work, plan testing, compliance reviews, and participant correspondence, can be done without being on-site. Roles tied to client relationship management or on-site HR teams tend to require more in-office presence.
How do you become a retirement plan administration?
Start by earning a degree in finance, accounting, or business, then pursue an entry-level role at a third-party administrator or recordkeeper handling plan documents and participant transactions. Build toward certifications like the QKA through ASPPA to demonstrate ERISA competency. Consistent hands-on experience with compliance testing and plan corrections accelerates your path to mid-level and senior roles.
How do you get hired in retirement plan administration with little experience?
Apply to plan administrator assistant or benefits coordinator roles at TPAs, where much of the training is on the job. Highlight any coursework in taxation, employee benefits law, or accounting, and volunteer to learn compliance testing software during your current role. Earning even an introductory ASPPA designation before you apply signals genuine commitment to the field and sets you apart from candidates with similar experience levels.
What does the retirement plan administration interview process look like?
Most employers run a phone screen focused on plan types you've worked with, followed by one or two in-person or video rounds covering ERISA knowledge, compliance testing experience, and how you handle corrections or client escalations. Technical assessments testing your ability to read a plan document or work through a discrimination testing scenario are common at the mid-level and above.
Where can I find and apply to retirement plan administration jobs?
You can find and apply to retirement plan administration jobs on Migrate Mate, which lists current openings from employers across the United States. Search the available roles, find the ones that match your experience and target plan type, and apply directly to each listing without leaving the platform.
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