Sr. Retirement Plan Administrator (Providence, RI or Remote, Nationwide) 

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.   

We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives. 

Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.  

As a Senior Retirement Plan Administrator on the Retirement Services team, you’ll play a pivotal role by performing plan compliance testing and reporting on 401(k) and 403(b) qualified plans and preparing all IRS and DOL (EBSA) required reports, including Form 5500 and related schedules for all plans in a timely manner with exceptional quality. You will also be responsible for completing year-end and mid-year non-discrimination testing for clients as required by the Internal Revenue Service (IRS) to ensure compliance. 

In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Senior Retirement Plan Administrator role, we are seeking a candidate with proven plan compliance, testing and administration experience. If you are an individual with strong organizational and communication skills who can work in a team environment with excellent interpersonal skills and understands the small business retirement plans marketplace, this may be the opportunity for you! 

Responsibilities: 

• Lead compliance testing and administration for 401(k) and 403(b) plans, ensuring adherence to IRS and DOL regulations, including eligibility, contributions, and non-discrimination requirements.
• Prepare and file all required regulatory reporting (e.g., Form 5500 and related schedules) with a strong focus on accuracy, quality, and timeliness.
• Conduct mid-year and year-end non-discrimination testing, identifying issues and recommending corrective actions to maintain plan compliance.
• Draft, restate, and maintain plan documents and amendments, ensuring alignment with evolving regulatory requirements.
• Partner with clients to deliver plan administration and consulting support, including interpreting plan provisions, advising on design effectiveness, and guiding compliance decisions.
• Manage core plan operations such as data validation, asset reconciliation, trust accounting, distributions (loans, hardships), and year-end valuations.
• Serve as a subject matter expert, resolving complex compliance and operational issues across clients, internal teams, and external partners.
• Collaborate cross-functionally and mentor junior team members, supporting team effectiveness, knowledge sharing, and high-quality service delivery.
• Communicate complex regulatory requirements and testing outcomes in a clear, actionable manner to clients and non-technical stakeholders.
• Proactively identify, escalate and resolve sensitive plan, compliance, or client issues, partnering with internal teams to ensure strong client outcomes and retention.

Requirements: 

• A Bachelor's degree in business administration, finance or a related field
• 10+ years of related retirement plan or Plan Document experience required
• Familiarity with Datair and Relius preferred 
• Strong attention to detail and the ability to prioritize, manage tasks, and meet in connection with business operations, including ERISA compliance matters
• Involvement or work towards QKA designation  

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $70,300 - $93,700. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions. 

Your recruiter can share more about the specific benefits eligible for this role during the hiring process. 

About Edelman Financial Engines 

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.   

For more information, please visit EdelmanFinancialEngines.com.  

© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.   

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Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.  

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [email protected]. .

1  The Barron’s Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.   

2 Edelman Financial Engines data, as of September 30, 2025.