Senior Retirement Plan Administrator

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world?  At OneDigital, we are on a mission to help people do their best work and live their best lives.  From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

Must be eligible to work in the United States without the need for work visa or residency sponsorship.

Our Newest Opportunity: 

Summary:

The Senior Retirement Plan Administrator is responsible for managing a caseload of retirement plan clients, focusing on accurate plan administration, regulatory compliance, and

proactive client relationship management. This role involves technical execution of plan operations, government filings, and participant transactions, while ensuring a high level of

client satisfaction and retention.

Essential Duties and Responsibilities (includes but is not limited to):

Client Relationship Management

· Serve as primary relationship manager for assigned client caseload.

· Maintain high retention through proactive communication and service delivery.

· Serve as escalation resource for complex or high-risk client issues.

Plan Document Management

· Prepare, amend, and maintain plan documents.

· Ensure documents are updated with regulatory and plan changes.

Compliance & Testing

· Perform nondiscrimination testing (ADP/ACP, top-heavy, cross-tested).

· Monitor participant eligibility, contributions, and vesting schedules.

· Ensure compliance with ERISA, IRS, and DOL requirements.

Participant Transactions & Services

· Process distributions, hardship withdrawals, loans, RMDs, and QDROs.

· Provide guidance and support to participants and plan sponsors.

Recordkeeping & Data Management

· Maintain accurate participant census and payroll data.

· Reconcile contributions, employer match, and forfeitures.

· Ensure timely deposits of participant contributions.

Reporting & Filings

· Prepare government filings (Form 5500 and related forms).

· Provide required participant notices (Safe Harbor, fee disclosures, etc.)

Audits & Risk Management

· Support internal and external audit processes.

· Coordinate corrections for errors or non-compliance. Cross-Functional Coordination · Collaborate with recordkeepers, custodians, payroll providers, and advisors. · Escalate and resolve complex client issues as needed.

Qualifications, Skills and Requirements:

· Experience with 401(k) and 403(b) plans

· Depth of knowledge in ERISA, DFVCP, VCP filings

· Proficient in Non-Discrimination testing (Section 401(a)(4), 401(a)(26))

· Microsoft Office (Excel, Word, PowerPoint), Adobe, Docusign

· Excellent customer service and communication skills

· Strong organizational, problem-solving, teamwork, collaboration skills

· Strong work ethic, productivity, professionalism

Education, Training and Experience:

· ASPPA and/or CEBS designation required

· 10+ years of experience in all aspects of retirement plan administration

· Experience with any/all of the following: 401(k) plans, 403(b) plans, defined benefit

plans, DB/DC combo plans, MEPs/PEPs, FTWilliam systems

Pre-hire Screening Requirements:

· Criminal

· Financial

· Education Verification

Registration and Licensure

· This role is not required to be licensed and registered as an IAR of OneDigital Investment Advisors.

The typical base pay range for this role nationwide is $70,000 to $100,000 per year.  

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance.  We also offer eligible employees health, wellbeing, retirement, and other financial benefits,