Team Lead, Administration Services

• Lead, coach, and support a team of retirement plan administrators, ensuring high-quality work, productivity, and adherence to compliance deadlines.

• Oversee all aspects of qualified retirement plan administration and annual compliance for an assigned team of retirement plans.

• Review, authorize, and provide final quality assurance for team members' work, ensuring accuracy, consistency, and regulatory compliance.

• Track workloads, monitor project progress, and proactively manage deadlines to ensure timely completion of annual administration requirements.

• Coordinate with clients to request, obtain, and validate census data, financial information, and other required documentation.

• Serve as the primary escalation point for complex administrative, compliance, and client service issues.

• Draft and review non-standard correspondence, client communications, and technical reports.

• Review standard client correspondence and reporting prepared by team members.

• Review annual compliance testing, including nondiscrimination testing, coverage testing, top-heavy testing, and other required compliance analyses.

• Assist with and review Form 5500 preparation, including reconciliation of trust activity and plan assets.

• Partner closely with attorneys, actuaries, financial advisors, auditors, and internal stakeholders to resolve technical issues and support client needs.

• Provide consulting support during implementation of new retirement plans and assist with onboarding new clients.

• Identify opportunities to improve operational processes, increase efficiency, and enhance quality across the administrative team.

• Mentor and develop team members by providing ongoing coaching, technical guidance, performance feedback, and training.

• Stay current on ERISA, IRS, and Department of Labor regulations through continuing education, professional development, and company-sponsored training.

• Utilize Microsoft Outlook, Excel, Word, Adobe Acrobat, and other retirement plan administration software to effectively manage daily responsibilities.

Requirements

• 8 years of A-to-Z defined contribution retirement plan administration experience within a TPA environment.

• Active ASPPA or NIPA professional designation, (QKA, QPA, CPC, APA, APR, or equivalent).

• Minimum 2 years of experience leading, reviewing, and managing the work of other retirement plan administrators.

• Demonstrated experience reviewing technical work and maintaining accountability for team deliverables.

• Strong knowledge of ERISA, IRS, and Department of Labor regulations governing qualified retirement plans.

• Excellent client relationship management and communication skills.

• Strong analytical, mathematical, and accounting aptitude.

• Proven ability to prioritize competing deadlines while maintaining exceptional attention to detail.

• Excellent written and verbal communication skills.

• Strong problem-solving and critical thinking abilities.

• Commitment to delivering high-quality work and continuously improving processes.

• Proficiency with Microsoft Office Suite, particularly Excel, Outlook, and Word.

Core Competencies

Demonstrates extensive experience in retirement plan administration, compliance, and team leadership, with a strong focus on ERISA, IRS, and Department of Labor regulations. Proven ability to enhance operational processes and deliver high-quality client service through effective communication and analytical skills.

Highest-signal resume keywords

• Retirement Plan Administration

• ERISA Compliance

• Team Leadership

• Client Relationship Management

• Analytical Skills

ATS Optimization Keywords

Hard Skills

• Defined Contribution Retirement Plans

• Compliance Testing

• Form 5500 Preparation

• Technical Report Review

• Data Validation

Soft Skills

• Problem-Solving

• Critical Thinking

• Attention to Detail

• Coaching

• Communication

Certifications & Qualifications

• ASPPA Designation

• NIPA Designation

• QKA

• QPA

• CPC

Industry Keywords

• Retirement Plan Administration

• TPA Environment

• Compliance Regulations

• Client Service

• Operational Efficiency

Tools & Technologies

• Microsoft Office Suite

• Microsoft Excel

• Microsoft Outlook

• Microsoft Word

• Adobe Acrobat