Note: The job is a remote job and is open to candidates in USA. Aboon is an AI-native third-party administrator serving retirement plans. The Senior Plan Administrator, Plan Administration Lead oversees plan administration workflows, quality assurance, escalations, and process improvement while supporting the team and coordinating with clients and external partners.
Responsibilities
- Own execution of plan administration workflows, including data collection, annual contributions, compliance testing, government filings, and distributions
- Sequence and prioritize work across the annual cycle so peak periods do not compromise quality
- Monitor workload distribution and turnaround expectations, flagging capacity constraints to leadership
- Monitor service level agreements (SLA) for plan administration work and identify solutions when service standards are not met
- Serve as the primary escalation point for complex administrative, compliance, and client service issues
- Review and validate work completed by internal team members for accuracy, completeness, and consistency with internal standards
- Maintain peer review standards and apply them consistently across the team
- Review contribution calculations, compliance testing, Forms 5500, 5330, and 8955-SSA for accuracy and adherence to regulatory, plan document, and operational requirements
- Communicate errors, inconsistencies, and compliance concerns clearly to team members, guide resolution of required corrections, and ensure review findings and supporting work are appropriately documented
- Identify error patterns and address the underlying process rather than the individual instances
- Continuously evaluate and improve operational processes, identifying opportunities for greater efficiency and scale
- Maintain internal procedures and training resources, working with team members to keep documentation current as processes change
- Draft and review template and custom client communications
- Actively apply technology and AI to execution and delivery of plan administration services
- Partner with the Manager, Plan Administration to develop training and incorporate process changes into team resources
- Monitor client satisfaction metrics and recommend improvements to services based on feedback
- Oversee non-routine engagements, including regulatory audits, the plan administration workload generated by plan corrections, contribution projections, and specialized reporting
- Review domestic relations orders (DROs) for compliance with plan requirements and oversee QDRO processing
- Support Relationship Managers in consulting with clients on plan administration requirements, plan provisions and complex administrative matters
- Work alongside the 3(16) Services Lead and Onboarding Lead to keep standards, handoffs, and documentation consistent across teams
- Partner with Plan Consultants and Relationship Managers to coordinate plan administration work and support timely, accurate client service
- Act as the primary Plan Administration contact for recordkeepers and other external parties, proactively addressing process or system changes and driving timely resolution of issues
- Stay current on industry updates, regulatory changes, and internal initiatives, evaluate their impact on plans and plan administration services, and help determine how changes should be implemented
Skills
- 7-10 years of experience in defined contribution plan administration
- Deep working knowledge of defined contribution plan administration and 3(16) services, including applicable IRS and DOL requirements
- Demonstrated experience leading a team and supporting team development
- Experience developing or improving operational processes and quality standards
- Hands-on experience reviewing compliance testing, contribution calculations, and Forms 5500, 5330, and 8955-SSA
- Experience creating documentation, process guides, or training materials
- Strong written and verbal communication, with the ability to give clear, actionable feedback on work product
- Comfort handling sensitive information with professionalism and discretion
- Proficiency in Google Workspace and task and project management software
- Work authorization required; no visa sponsorship
- Familiarity with ftwilliam and the servicing modules of major recordkeeping platforms
- Hands-on experience with ChatGPT, Claude, Copilot, or similar AI tools in day-to-day work
- Pursuing advanced ASPPA designations such as QKC, QPA, or CPC
Benefits
- Annual bonus
- Equity
- Comprehensive health, dental, and vision insurance, with additional optional coverage
- 401(k) with company match
- Flexible paid time off and holidays
- 10 weeks paid parental leave
- A fully remote work environment, with all the technology and equipment you need
- Support for professional development and career growth
Company Overview