Senior Retirement Plan Administrator

Senior Retirement Plan Administrator

$85000 - $110000 per year | Altamonte Springs, FL | Hybrid | Permanent

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.

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

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

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.

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