As a Senior Plan Administrator, Compliance Services, you’ll perform the advanced technical compliance work behind the retirement plans served by Aboon, including testing, contributions, government filings, and consulting on advanced plan design and compliance topics.
Working alongside our Relationship Managers and Plan Administration team, you’ll handle advanced plan testing and corrections, peer review team work, and serve as a trusted technical expert on escalated plan matters — while continually improving the systems the team relies on and actively identifying opportunities for automation.
Compliance Testing and Contributions
Independently perform annual nondiscrimination and compliance testing (e.g., ADP/ACP, 410(b), 401(a)(4), 414(s), top-heavy) and monitor 402(g), 415, and 404 limits
Calculate employer contributions across pro rata, integrated, and new comparability formulas
Determine compensation for testing and contribution purposes, including self-employed income calculations
Determine correction methods for failed tests and calculate the corrections, including ADP/ACP refunds and QNEC or QMAC contributions
Monitor compliance deadlines and deliverables across the annual cycle
Data Management and Reconciliation
Review incoming census and payroll data, resolving discrepancies independently
Reconcile contribution discrepancies and recordkeeper asset statements
Keep internal databases, client records, and task management systems current
Qualification
The right person isHands-on experience with ChatGPT
Required
The right person is:
Technically fearless — a fact pattern you’ve never seen is interesting, not intimidating
Always looking for a better method — you test new tools against your own work and you assess where they help and where they don't
A translator — you explain complex concepts without jargon in a way that is relatable and approachable
Accountable — you own the quality and timeliness of your work and flag risks before they become problems
Generous with what you know — you train junior team members on the why behind the work, not just how to run the test
Curious about the rules — you follow regulatory changes closely, evaluate what they mean for our clients and plans, and help determine how they should be applied
7+ years of defined contribution plan administration experience with a heavy compliance focus
Deep working knowledge of ERISA Title I and Internal Revenue Code Sections 401(a), 401(k), 401(m), 410(b), 414(s), 415, and 416 as applied to defined contribution plans
Hands-on experience with advanced nondiscrimination testing techniques
Experience preparing and reviewing Forms 5500, 5330, and 8955-SSA
Ability to apply testing rules and plan document provisions accurately across varying plan designs
Preferred
Experience with DOL correction programs and submissions
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
Holding or pursuing ASPPA QKA (or NIPA APA) or pursuing advanced ASPPA designations such as QKC, QPA, or CPC
This role includes a 401(k)-specific Excel assessment to establish a baseline understanding of each candidate’s current skills. It is not pass/fail; it helps us assess Excel proficiency and plan knowledge and identify where training may be most useful.
