Senior Retirement Plan Administrator
- $85,000 - $110,000
- Altamonte Springs, FL
- Hybrid
Hybrid Senior Retirement Plan Administrator | Form 5500 | $85K–$100K + 401(k) Match & Profit Sharing
A bit about us:
*Relocation assistance is offered for this role*
We're partnering with a rapidly expanding retirement plan fiduciary and advisory firm that's helping employers across the country take the complexity and administrative burden out of managing their 401(k) plans.
This isn't simply another book-of-business administrator position. You'll have significant ownership over the Form 5500 and regulatory notice function, while helping lead and develop a team responsible for some of the most critical compliance deliverables for employer-sponsored retirement plans.
The organization operates across 401(k) administration, financial advisory, and investment management, including fiduciary services designed to support employers with reporting, disclosures, notices, and ongoing plan oversight.
We're partnering with a rapidly expanding retirement plan fiduciary and advisory firm that's helping employers across the country take the complexity and administrative burden out of managing their 401(k) plans.
This isn't simply another book-of-business administrator position. You'll have significant ownership over the Form 5500 and regulatory notice function, while helping lead and develop a team responsible for some of the most critical compliance deliverables for employer-sponsored retirement plans.
The organization operates across 401(k) administration, financial advisory, and investment management, including fiduciary services designed to support employers with reporting, disclosures, notices, and ongoing plan oversight.
Why join us?
Hybrid work schedule—Excellent work-life balance
401(k): 100% match on the first 3% + 50% match on the next 2%
Additional 3–5% profit-sharing contribution
18 PTO days + 2 floating holidays
Medical, dental & vision through UHC
Life insurance at 1x base salary
Short-term & long-term disability
401(k): 100% match on the first 3% + 50% match on the next 2%
Additional 3–5% profit-sharing contribution
18 PTO days + 2 floating holidays
Medical, dental & vision through UHC
Life insurance at 1x base salary
Short-term & long-term disability
Job Details
What You'll Own
Oversee the preparation, review, and timely filing of Form 5500 and related schedules
Ensure filings are accurate, complete, and compliant with applicable DOL and IRS deadlines
Manage required retirement plan notices and disclosures.
Review work for accuracy and identify issues before they impact clients or regulatory deadlines
Lead workflow, assignments, and follow-through across the team
Identify missing plan/client data and drive issues through resolution
Support annual plan audits and complex retirement-plan questions
Coach and mentor team members while establishing clear expectations around quality and productivity
Handle escalated client and compliance issues
Improve SOPs, workflows, and quality-control processes as the organization continues to scale
Partner across client service and other internal teams to ensure plan issues are resolved accurately and on time
What We're Looking For:
3+ years of retirement plan / defined contribution experience
Strong hands-on experience with Form 5500 preparation, review and filing
Knowledge of 401(k), defined contribution, and ERISA plan administration
Experience with required plan notices, disclosures, and regulatory deadlines
Previous leadership, supervisory, or team-lead experience
Strong quality-control skills and attention to detail
Comfortable handling deadlines, escalations, and multiple priorities
Advanced Excel skills
Bachelor's degree or equivalent relevant experience
QKA certification preferred, or willingness to obtain it within the required timeframe
Experience supporting plan audits is highly valuable
Oversee the preparation, review, and timely filing of Form 5500 and related schedules
Ensure filings are accurate, complete, and compliant with applicable DOL and IRS deadlines
Manage required retirement plan notices and disclosures.
Review work for accuracy and identify issues before they impact clients or regulatory deadlines
Lead workflow, assignments, and follow-through across the team
Identify missing plan/client data and drive issues through resolution
Support annual plan audits and complex retirement-plan questions
Coach and mentor team members while establishing clear expectations around quality and productivity
Handle escalated client and compliance issues
Improve SOPs, workflows, and quality-control processes as the organization continues to scale
Partner across client service and other internal teams to ensure plan issues are resolved accurately and on time
What We're Looking For:
3+ years of retirement plan / defined contribution experience
Strong hands-on experience with Form 5500 preparation, review and filing
Knowledge of 401(k), defined contribution, and ERISA plan administration
Experience with required plan notices, disclosures, and regulatory deadlines
Previous leadership, supervisory, or team-lead experience
Strong quality-control skills and attention to detail
Comfortable handling deadlines, escalations, and multiple priorities
Advanced Excel skills
Bachelor's degree or equivalent relevant experience
QKA certification preferred, or willingness to obtain it within the required timeframe
Experience supporting plan audits is highly valuable
Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.
Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy