Senior 401k Administrator

Milwaukee, WI

Posted: 06/14/2024 Industry: Employee Benefits & Retirement Services Job Number: 6.13 1 KEF Pay Rate: $85,000 - $110,000 Remote Friendly: Remote Experience: Mid-Senior Level

Job Description




Independent Third Party Administration firm with a strong growth track record is looking to add a Senior Defined Contribution Administrator their phenomenal staff. 

  • Manage a caseload of daily valued plans which include 401(k), 403(b), Profit Sharing, Cash Balance and ESOP
  • Act as subject matter expert on compliance issues
  • Annual administration & valuation including testing, financials and tax form 5500.
  • Process plan terminations and plan installations




Job Requirements




  • 8+ years TPA retirement plan administration experience ("A-Z") on audit sized plans
  • Exceptional compliance testing and 5500 form filing experience
  • Trust Accounting & asset reconciliation experience
  • Experience with M&As preferred
  • Exceptional attention to detail
  • Excellent organization & communication skills
  • ASPPA designation highly desired (or willingness to pursue)
  • Positive and collaborative team player with willingness to roll up sleeves



Meet Your Recruiter

Kristine Fornek
Senior Executive Recruiter / Market Specialist

SPECIALTIES:  All ERISA related positions including: Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc.

The levels of candidates that I place include Plan Administrators, Compliance Specialists, Installation/Implementation Specialists, Service/Enrollment Specialists, Sales (Pension Wholesalers, Direct Sales, DCIO), Client Relationship Managers, ERISA Attorneys, Pension Actuaries as well as Management, Director, VP and C-Level Executive positions.  We also place Investment professionals, Analysts, Portfolio Managers, Financial Advisors & Brokers.

I’M IN THIS BUSINESS BECAUSE: I truly enjoy building relationships with both my clients and my candidates.  There’s no better feeling than fostering strong partnerships with my clients to aid them with their hiring needs or helping someone realize their goals by assisting them in advancing their career.  I LOVE making those connections!  

HOBBIES: Golf, travel, cooking, stained glass artisan, mosaics, pottery, oil painting, volunteering, active with church.

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