Senior Retirement Plan Administrator

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other's truest selves. We understand that pursuing a new job is a big deal. Maybe you're afraid you won't fit in. Well, here's the good news. For us, the days of "fit in to get in" are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits. Must be eligible to work in the United States without the need for work visa or residency sponsorship.

Our Newest Opportunity:

Summary:

The Senior Retirement Plan Administrator is responsible for managing a caseload of retirement plan clients, focusing on accurate plan administration, regulatory compliance, and proactive client relationship management. This role involves technical execution of plan operations, government filings, and participant transactions, while ensuring a high level of client satisfaction and retention. Essential Duties and Responsibilities (includes but is not limited to): Client Relationship Management

• Serve as primary relationship manager for assigned client caseload.
• Maintain high retention through proactive communication and service delivery.
• Serve as escalation resource for complex or high-risk client issues. Plan Document Management
• Prepare, amend, and maintain plan documents.
• Ensure documents are updated with regulatory and plan changes. Compliance & Testing
• Perform nondiscrimination testing (ADP/ACP, top-heavy, cross-tested).
• Monitor participant eligibility, contributions, and vesting schedules.
• Ensure compliance with ERISA, IRS, and DOL requirements. Participant Transactions & Services
• Process distributions, hardship withdrawals, loans, RMDs, and QDROs.
• Provide guidance and support to participants and plan sponsors. Recordkeeping & Data Management
• Maintain accurate participant census and payroll data.
• Reconcile contributions, employer match, and forfeitures.
• Ensure timely deposits of participant contributions. Reporting & Filings
• Prepare government filings (Form 5500 and related forms).
• Provide required participant notices (Safe Harbor, fee disclosures, etc.) Audits & Risk Management
• Support internal and external audit processes.
• Coordinate corrections for errors or non-compliance. Cross-Functional Coordination
• Collaborate with recordkeepers, custodians, payroll providers, and advisors.
• Escalate and resolve complex client issues as needed.

Qualifications, Skills and Requirements:

• Experience with 401(k) and 403(b) plans
• Depth of knowledge in

ERISA, DFVCP, VCP

filings

• Proficient in Non-Discrimination testing (Section 401(a)(4), 401(a)(26))
• Microsoft Office (Excel, Word, PowerPoint), Adobe, Docusign
• Excellent customer service and communication skills
• Strong organizational, problem-solving, teamwork, collaboration skills
• Strong work ethic, productivity, professionalism

Education, Training and Experience:

• ASPPA and/or CEBS designation required
• 10+ years of experience in all aspects of retirement plan administration
• Experience with any/all of the following: 401(k) plans, 403(b) plans, defined benefit plans, DB/DC combo plans, MEPs/PEPs, FTWilliam systems

Pre-hire Screening Requirements:

• Criminal
• Financial
• Education Verification Registration and Licensure
• This role is not required to be licensed and registered as an IAR of OneDigital Investment Advisors.

The typical base pay range for this role nationwide is $70,000 to $100,000 per year. Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company's performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. To learn more, visit: www.onedigital.com/careers OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals. OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, "protected characteristics"). A copy of the Federal EEO poster is linked here. Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant: City and County of San Francisco City of Los Angeles County of Los Angeles Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or 'ban the box'] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington. In short, we believe in hiring the most qualified applicant for the position, regardless of background. If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you. OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow. Thank you for your interest in joining the OneDigital team! OneDigital is a growing organization of caring, collaborative, and driven professionals who have dedicated their careers to improving the lives of millions of people every day. We are in the people business. We offer employers and individuals insurance, financial services and HR consulting services, which improve the wellbeing, health and financial security of people across the US. Learn More At OneDigital, our promise is to help you do your best work and live your best life. Working at OneDigital is more than a career, it is a calling to serve. It is "a career of consequence." We set the bar high and the pace fast. We value growth and learning and always make time to celebrate our successes. We have each other's back and use words like love and family in the same sentence with achievement and accountability. Join the OneDigital Professional Network We believe in living with purpose and thriving both as individuals and as communities. We call this "walking the talk", and it's why we offer the same total-wellbeing benefits to our people as we do our clients. It also means feeling safe to speak up, being seen and respected for who you truly are, and being cared for by your leaders and team members.

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