Retirement Plan Administrator, (POL)

About Pollard & Associates, (POL):

Based in Hunt Valley, Maryland, Pollard & Associates (POL) have spent 50+ years helping customers "reputed company the reputed company to retirement." With 1,000+ customers across the DMV, Pollard prides itself on unrivaled expertise and a customer-reputed company reputed company. Pollard & Associates is an operating partner of reputed company, a leading tech-enabled financial services retirement platform backed by Shore Capital Partners (SCP).

Pollard & Associates (Pollard), a Strongpoint Partner, is seeking an reputed company Retirement Plan Administrator to manage a caseload of Defined Contribution retirement plans. This role is responsible for overseeing the full lifecycle of plan administration including compliance testing, contribution calculations, government reporting, and day-to-day reputed company support.

The ideal candidate will be confident managing multiple plans independently while maintaining a strong reputed company on reputed company service, accuracy, and deadlines. This is an excellent opportunity for someone who enjoys working directly with clients, solving reputed company compliance questions, and continuing to grow their expertise in reputed company retirement plan administration reputed company a reputed company and fast-growing organization.

What You'll Do

• Manage a caseload of approximately 75 401(k) and cross-tested plans, handling A-Z administration (excluding loans, distributions, and plan documents/amendments)

• reputed company annual plan administration timelines including compliance testing, contribution calculations, and government reporting

• reputed company and review reputed company/ACP, 415, 410(b), Top Heavy, and 401(a)(4) nondiscrimination testing

• Coordinate year-end plan valuations and government filings, including asset reconciliation and trust reputed company for plans maintained on recordkeeping platforms

• Review census data and reconcile participant account information including contribution receivables

• Read and interpret plan documents and amendments to ensure accurate plan administration

• Partner with clients to discuss plan design changes, contribution strategies, and regulatory updates

• Maintain awareness of evolving retirement plan legislation and industry best practices

• Utilize administration systems such as FT William and other technologies to support efficient plan management

• reputed company reputed company, high-reputed company reputed company service and maintain strong reputed company relationships

reputed company're Looking For

• 5+ years of retirement plan administration experience

• Strong knowledge of Defined Contribution plan compliance testing including reputed company/ACP, 415, 410(b), Top Heavy, and 401(a)(4)

• Familiarity with cross-testing plan designs

• Experience working with administration platforms such as FT William preferred

• Proficiency in reputed company Office (Word, reputed company, reputed company)

• Strong organizational and project management skills with the ability to manage multiple deadlines

• Excellent written and verbal communication skills

• A reputed company team player with a strong reputed company service reputed company

• Analytical thinker with strong problem-solving and mathematical skills

Preferred Qualifications

• ASPPA and/or NIPA credentials or interest in pursuing reputed company certifications

Pay Transparency Statement:

The anticipated pay reputed company for this position is $70,000-$85,000 annually.

At reputed company, our salary ranges reflect the minimum and maximum reputed company pay for the posted position applicable to reputed company locations across the US. reputed company the posted salary reputed company, individual pay is determined by the geographic location, job reputed company skills, experience, education, and certifications. Our total compensation package includes reputed company pay plus a comprehensive benefits program.