Senior Retirement Plan Administrator (Finance)

TL;DR

Senior Retirement Plan Administrator (Finance): Managing a caseload of retirement plan clients with an accent on regulatory compliance and accurate plan administration. Focus on performing nondiscrimination testing, preparing government filings, and ensuring adherence to ERISA, IRS, and DOL requirements.

Location: Remote (Must be eligible to work in the United States without the need for work visa or residency sponsorship)

Salary: $70,000 – $100,000 per year

Company

hirify.global is a professional services firm dedicated to helping people do their best work and live their best lives through integrated health, wealth, and HR solutions.

What you will do

• Manage a caseload of retirement plan clients as the primary relationship manager to ensure high retention and satisfaction.
• Prepare, amend, and maintain plan documents, ensuring they remain updated with regulatory and plan changes.
• Perform nondiscrimination testing (ADP/ACP, top-heavy, cross-tested) and monitor participant eligibility and vesting.
• Process distributions, hardship withdrawals, loans, RMDs, and QDROs.
• Prepare government filings, including Form 5500, and provide required participant notices.
• Support internal and external audit processes and coordinate corrections for non-compliance.

Requirements

• 10+ years of experience in all aspects of retirement plan administration.
• ASPPA and/or CEBS designation required.
• In-depth knowledge of 401(k), 403(b) plans, and ERISA, DFVCP, and VCP filings.
• Proficiency in Non-Discrimination testing (Section 401(a)(4), 401(a)(26)).
• Proficiency with Microsoft Office (Excel, Word, PowerPoint), Adobe, and Docusign.
• Must be eligible to work in the US without visa or residency sponsorship.

Culture & Benefits

• People-first culture that values authenticity, diversity, and professional growth.
• Comprehensive health, wellbeing, and retirement financial benefits.
• Paid time off and robust learning and development programs.
• Reimbursement for job-related expenses per company policy.
• Flexible remote work environment.