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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Job Summary:
The Retirement Plan Administration Coordinator will support the administration of our Compass 3(16) fiduciary-level enrollment services and other daily operational activities. This role serves as a key point of contact for our clients’ retirement plans and the required enrollment communications and participant support, while providing general administrative and clerical assistance to support the Compass remote workforce across the organization. This position will require the ability to work independently, strong communication skills, exceptional attention to detail, customer service experience, and the ability to effectively manage multiple responsibilities in a fast-paced environment. Experience with retirement plans is preferred but not required for candidates who demonstrate a strong willingness to learn.
This is an entry-level full-time (Monday – Friday) in-office position located in Stratham, NH with room for growth within the organization for the right candidate.
Duties/Responsibilities:
Retirement Plan Administration
- Coordinate the participant enrollment process across for all fiduciary-level plans by ensuring required tasks are completed by team. This will include:
- maintaining master records of enrollments for quality control purposes
- completing thorough quality control reviews of work performed as needed
- communicating with plan sponsors (our clients), participants (our clients’ employees), financial advisors, and other vendors (including investment companies)
- manage participant returned mail in organized and timely manner
- Complete the participant enrollment process from start to finish for select book of business. This will include:
- using recordkeeping (investment companies) and other platforms to determine newly eligible participants for each entry date (plan-dependent)
- creating and maintaining lists of newly eligible participants for each entry date
- maintaining current enrollment documentation and email templated in specific Compass software platform
- executing electronic enrollment notice delivery for applicable plans and participants
- uploading mailing list to external mailing vendor for paper mailings
- Update plan document amendments, source changes, and other plan-related updates.
- Assist with distribution of other participant communications (annual notices, blackout notices, fee disclosures, QDIA notices, Safe Harbor notices, and other custom communications), via electronic means and/or regular mail and manage returned mail in organized and timely manner.
- Stay updated on industry trends and changes in benefit regulations; maintain and enhance knowledge of retirement industry rules, Compass business, and product offerings.
- Create and maintain documentation/SOPs for assigned processes (including writing the SOP and recording the overview when required).
General Administrative Support
- Prepare and send paper mailings and packages to employees, vendors, and others as required.
- Enter billing tasks in workflow management tool for mailings and other billable tasks timely and accurately.
- Participate in the phone tree and assist with answering incoming calls and emails in order to respond to basic questions from retirement plan participants.
- Scan statements and other documents as necessary for recordkeeping; file documents in both paper and electronic form based on established criteria and protocols.
- Use designated software and tools to complete assigned tasks (including but not limited to Verify, Excel, Pension Pro, Outlook, and other systems used by Compass).
- Meet Compass Service standards when interacting with all parties in order address inquiries efficiently, professionally and accurately.
- Protect and secure all confidential data held by Compass to prevent unauthorized access, improper transmission, and/or unapproved disclosure.
- Perform additional job duties/special projects as assigned.
Required Skills/Abilities/Certifications:
- High School Diploma is required.
- strong verbal and written communications skills using clear and grammatically correct language
- proven analytical skills and the ability to critically think
- the ability to problem-solve, be pro-active, and demonstrate initiative
- strong attention to detail
- robust time management and organizational skills with the ability to multi-task required
- base knowledge and understanding of retirement plans preferred with the ability and drive to expand that knowledge
- ability to work both independently and in a collaborative team environment
Working Conditions and Physical Requirements:
- Requires the ability to:
- Sit at a desk and work on a computer for a prolonged period of time
- Operate a computer, phone, keyboard, mouse, copier, scanner, postage machine and other related office equipment.
- Communicate and exchange information to others over phone or video conferencing software.
- See and observe printed or electronic information on computer monitors.
- Communicate and interact cordially and professionally with other staff members.
- Follow all company policies as outlined in the employee handbook.
- Working conditions include a normal indoor office environment.
- Regular work hours - Monday through Friday in the 7:00am – 6:00pm range.
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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?
BDO, Vestwell, and Busey Bank are hiring the most retirement plan administrations right now, with openings concentrated in Kansas, Michigan, and Virginia, based on current listings on Migrate Mate as of September 2026. Demand is strongest at third-party administrators and large recordkeepers managing high plan volumes.
How many retirement plan administration jobs are remote?
About 67% of retirement plan administration openings are fully remote or hybrid as of September 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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