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Retirement Plan Administrator
Job Description
Retirement Plan Administrator at Wells Thomas, LLC Retirement Plan Administrator at Wells Thomas, LLC in North Branford, Connecticut Posted in about 19 hours ago.
Type:
full-time Company Description Wells Thomas, LLC provides consulting and administrative services for more than 1,000 retirement plans, including 401(k), profit sharing, prevailing wage, 403(b), and 457 plans. The firm emphasizes a hands-on approach to plan administration, recognizing that strong administration directly impacts plan success. Wells Thomas offers a full array of options to help clients design and maintain effective retirement programs, creating a professional environment where expertise and client service are highly valued. Role Description The Retirement Plan Administrator is a full-time, on-site role based in Branford, CT. This role is responsible for the day-to-day administration of qualified retirement plans, including data collection, contribution and eligibility calculations, compliance testing, and preparation of annual plan reports. The administrator will communicate regularly with clients, financial advisors, and recordkeepers to explain plan provisions, resolve administrative issues, and support smooth plan operations. Daily tasks include reviewing plan documents, monitoring deadlines, ensuring adherence to regulatory requirements, and maintaining accurate records. The role also involves responding to participant and client inquiries, supporting plan implementation or transitions, and contributing to process improvements within the administration team. Qualifications 3 or more years' experience in a retirement plan administration position, preferred Knowledge of plan compliance issues, ability to perform and understand testing and corrections Detail oriented with excellent written and verbal communication skills College degree with continuing education in the retirement plan field preferred Excellent time management skills and the ability to work under pressure in a busy enviroment ASPPA, NIPA or ERPA designatiosn highly desirable