*This position can be one day per month in office. This position cannot be 100% remote*

401(k) Plan Administrator – Orange County, CA (Hybrid After Training)
Join a collaborative team at a locally owned TPA with a strong culture and low turnover.

Are you an experienced retirement plan professional looking for a role where your expertise is valued and your voice is heard? Our client, a well-established third-party administrator (TPA) in Orange County, is seeking a 401(k) Plan Administrator to manage a growing caseload of retirement plans and deliver exceptional client service.

About the Role

In this position, you’ll start by managing a smaller caseload, eventually growing to approximately 90 plans, including:

• 401(k), Profit Sharing, Safe Harbor, and New Comparability plans
• A mix of small and audited plans

Your responsibilities will include:

• Compliance testing
• Government reporting
• Direct client communication

You will not be responsible for distributions or plan documents.

This is a client-facing role, so comfort and confidence in phone communication is essential. Our client prioritizes respectful, professional relationships and has a strong stance on maintaining a positive work environment.

Work Environment

• Initial training: 100% in-office for one week. The employer will cover the cost for the new employee to stay in a hotel.
• Transition to hybrid: After one week in office training, transition to one day per month in office

What They’re Looking For

• 5+ years of experience in 401(k) plan administration at a TPA
• Strong background in testing, reporting, and client interaction
• Experience with ASC software is a plus, but not required
• A proactive communicator who advocates for themselves and collaborates well with others

Why Join This Team?

• Locally owned and operated
• Low turnover due to thoughtful hiring and a strong team culture
• Supportive environment that values both independence and collaboration

 To apply, please send a resume to: sczepiel@cps4jobs.com 

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