ESOP Plan Administration Manager

CPS, Inc., the leading Retirement Services industry recruiter in the U.S., is recruiting on behalf of a leading ESOP provider.

This position is fully remote. The location was added to increase visibility on job boards.

Retirement Plan Administration Manager--ESOP Plans — Full-Time | Remote/Flexible Options Available

We are seeking an experienced Retirement Plan Administration Manager to join our collaborative and growing team. This role is ideal for a professional with deep ESOP/401(k) expertise who enjoys client interaction, technical problem solving, and team leadership.

• Review census and asset data for annual compliance requirements.
• Review Forms 5500 and all related schedules.
• Oversee and delegate trust accounting and related administrative projects.
• Review or perform annual compliance testing (ADP/ACP, top heavy, 402(g), 415).
• Provide guidance on plan operations including loans, distributions, and hardships.
• Conduct ERISA research and assist with payroll-related benefit issues.
• Review employer contribution calculations using pro rata, permitted disparity, and cross tested methods.
• Respond promptly to client inquiries and manage ongoing communication.
• Coordinate workflow and collaborate across departments to resolve client matters.

• Prepare billing invoices as needed.
• Serve as a trusted advisor to clients and peers.
• Train and mentor less experienced staff; delegate tasks appropriately.
• Maintain professionalism and composure during peak work periods.

Required

• Bachelor’s degree in Accounting, Finance, or related field.
• 6+ years of retirement plan administration experience.
• ESOP experience required.
• QKA or CPA designation.
• Strong knowledge of ERISA and IRS regulations.
• Experience with Forms 5500 and 1099 R.
• Proficiency in compliance testing (ADP/ACP, top heavy, 402(g), 415).
• Experience with employee benefits-specific software.
• Ability to understand and communicate plan document provisions.
• ASPPA, CEBS, or NIPA certifications.

Preferred

• Experience with Relius software.

• 401(k)
• Health, dental, and vision insurance
• Flexible schedule & work-from-home options
• Paid time off & parental leave
• Disability & life insurance
• Tuition reimbursement
• Employee assistance program

Salary:
The annual salary range for this position is $110,000 - $165,000.

To apply,