Lead Retirement Plan Specialist

Our fast growing NYC based client is hiring a Lead Retirement Plan Specialist to be a senior operator on the team, a trusted guide to our customers, and an operational ERISA expert. You'll work directly with plan sponsors on plan design, onboarding, and the compliance work that keeps their plans running clean.What you'll do:-Consult with customers on plan design: eligibility rules, vesting schedules, safe harbor elections, match formulas, profit sharing, cross-tested designs. -Recommend what actually fits the client.-Onboard new plans: sit with customers through setup, translate their intent into plan document elections, and de-risk the handoff to ongoing administration.-Own year-end compliance: ADP/ACP, 410(b), 415, top-heavy, coverage testing, 5500 filings, 1099-Rs. -Know where every plan stands. Partner with our external TPA on execution.-Handle corrections: failed testing, late deferrals, missed matches, eligibility errors. Scope the issue, pick the right correction method, get it done cleanly.-Turn regulatory changes into concrete plan-level decisions for sponsors.-Partner with engineering on what should be automated. Who you are:-5+ years of ERISA operational experience at a TPA, recordkeeper, or plan consulting firm. You've run year-end for a book of plans. -Strongly preferred: QKA, QPA, CPC, or ERPA. -Technically deep on the operational side. You can talk through correction methods, coverage testing, and amendment timing with ease.-Systems-fluent: Relius, FTWilliam, ASC, or equivalent.-Customer-facing by instinct - you like sitting with plan sponsors and HR leads. -Ambitious. **NYC-based or willing to relocate. This is an in-person role in our office.