As a Senior Plan Administrator, Plan Administration Lead, you’ll be responsible for the workflow, execution, and quality of plan administration work across retirement plans being served by Aboon.
You’ll be responsible for ensuring that the plan administration team delivers consistently high-quality work, client deliverables are peer-reviewed, and plan administrators receive timely support on escalated matters — while continually improving the systems the team relies on and actively identifying opportunities for automation.
Workflow and Work Product
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
Peer Review and Quality Assurance
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
Qualification
The right person isHands-on experience with ChatGPT
Required
The right person is:
A systems thinker — you find the pattern behind recurring problems instead of solving the same one repeatedly
Technically deep — the team escalates to you because you know the answer or can help them find one
Uncompromising on quality — you would rather catch it internally than explain it to a client
Influential without authority — you get alignment from peers who don’t report to you
A clear communicator — you explain standards in a way people can actually follow and make clear why they matter
Scale-minded — you build for the volume we’ll have in two years, not the volume we have today
Always upgrading the toolkit — you look for where AI and automation replace manual work, and you bring the team along rather than getting there alone
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
Preferred
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
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.
