... flow forecasts. * 401(k) plan oversight: Coordinate testing (ADP/ACP), audit filings, fee reviews; manage recordkeeper and advisor; ensure timely remittance and disclosures. * Stock plan ...
Quick apply
... flow forecasts. * 401(k) plan oversight: Coordinate testing (ADP/ACP), audit filings, fee reviews; manage recordkeeper and advisor; ensure timely remittance and disclosures. * Stock plan ...
Quick apply
... flow forecasts. * 401(k) plan oversight: Coordinate testing (ADP/ACP), audit filings, fee reviews; manage recordkeeper and advisor; ensure timely remittance and disclosures. * Stock plan ...
... recordkeeper to ensure a successful implementation and is the subject matter expert for all ... Drawing from 401(k) experience, product and legislative knowledge evaluates, assesses and ...
... recordkeeper to ensure a successful implementation and is the subject matter expert for all ... Drawing from 401(k) experience, product and legislative knowledge evaluates, assesses and ...
Experience ingesting structured and semi-structured data from third-party or external recordkeeper ... Medical, dental, 401(k) match, flexible spending and more, but we also have unique perks such as up ...
Experience ingesting structured and semi-structured data from third-party or external recordkeeper ... Medical, dental, 401(k) match, flexible spending and more, but we also have unique perks such as up ...
Familiarity with 401(k), 403(b), rollover, retirement income, and broader household planning issues. * Experience using CRM, financial planning software, digital wellness tools, or recordkeeper ...
Familiarity with 401(k), 403(b), rollover, retirement income, and broader household planning issues. * Experience using CRM, financial planning software, digital wellness tools, or recordkeeper ...
Familiarity with 401(k), 403(b), rollover, retirement income, and broader household planning issues. * Experience using CRM, financial planning software, digital wellness tools, or recordkeeper ...
Familiarity with 401(k), 403(b), rollover, retirement income, and broader household planning issues. * Experience using CRM, financial planning software, digital wellness tools, or recordkeeper ...
We then coordinate the delivery of this data from the Prior Recordkeeper and review the package for ... Experience in a combination of implementation and/or 401(k) operations. The individual should have ...
We then coordinate the delivery of this data from the Prior Recordkeeper and review the package for ... Experience in a combination of implementation and/or 401(k) operations. The individual should have ...
Familiarity with 401(k), 403(b), rollover, retirement income, and broader household planning issues. * Experience using CRM, financial planning software, digital wellness tools, or recordkeeper ...
Familiarity with 401(k), 403(b), rollover, retirement income, and broader household planning issues. * Experience using CRM, financial planning software, digital wellness tools, or recordkeeper ...
Familiarity with 401(k), 403(b), rollover, retirement income, and broader household planning issues. * Experience using CRM, financial planning software, digital wellness tools, or recordkeeper ...
Familiarity with 401(k), 403(b), rollover, retirement income, and broader household planning issues. * Experience using CRM, financial planning software, digital wellness tools, or recordkeeper ...
Experience ingesting structured and semi-structured data from third-party or external recordkeeper ... Medical, dental, 401(k) match, flexible spending and more, but we also have unique perks such as up ...
Experience ingesting structured and semi-structured data from third-party or external recordkeeper ... Medical, dental, 401(k) match, flexible spending and more, but we also have unique perks such as up ...
Vancouver, WA · On-site
$24.03 - $38.46/hr
Reconcile recordkeeper and brokerage asset statements * Import recordkeeper transactions into ... Medical, Dental & Vision -- we cover 80% for employees, 50% for dependents * 401(k) with safe ...
Quick apply
Vancouver, WA · On-site
$24.03 - $38.46/hr
Reconcile recordkeeper and brokerage asset statements * Import recordkeeper transactions into ... Medical, Dental & Vision -- we cover 80% for employees, 50% for dependents * 401(k) with safe ...
Stamford, CT · On-site
$70K - $95K/yr
Benefits: * 401(k) * Bonus based on performance * Competitive salary * Dental insurance * Free food ... Work with CPA, recordkeeper and advisor to ensure a great client experience * Consult with clients ...
Quick apply
Stamford, CT · On-site
$70K - $95K/yr
Benefits: * 401(k) * Bonus based on performance * Competitive salary * Dental insurance * Free food ... Work with CPA, recordkeeper and advisor to ensure a great client experience * Consult with clients ...
Denver, CO · On-site
... recordkeeper pricing/product, and technology changes. Knowledge, Skills and Abilities: • 5 years ... of 401(k) DC plans. • Excellent verbal, written, and interpersonal communication skills. • ...
Denver, CO · On-site
... recordkeeper pricing/product, and technology changes. Knowledge, Skills and Abilities: • 5 years ... of 401(k) DC plans. • Excellent verbal, written, and interpersonal communication skills. • ...
... recordkeeper, TPA, actuary, attorney, etc.) to strengthen client satisfaction and further deepen ... At least three years of professional, retirement plan investment advisory experience in a 401(k) ...
... recordkeeper, TPA, actuary, attorney, etc.) to strengthen client satisfaction and further deepen ... At least three years of professional, retirement plan investment advisory experience in a 401(k) ...
Boston, MA · On-site
We then coordinate the delivery of this data from the Prior Recordkeeper and review the package for ... We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and ...
New
Boston, MA · On-site
We then coordinate the delivery of this data from the Prior Recordkeeper and review the package for ... We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and ...
New
Maintain up-to-date knowledge of retirement plan legislation, recordkeeper pricing/product, and technology changes. Knowledge, Skills and Abilities: * Comprehensive knowledge of 401(k) DC plans * 2+ ...
Maintain up-to-date knowledge of retirement plan legislation, recordkeeper pricing/product, and technology changes. Knowledge, Skills and Abilities: * Comprehensive knowledge of 401(k) DC plans * 2+ ...
$60K - $70K/yr
Our suite of flexible and comprehensive fiduciary services helps 401(k) plan sponsors, advisors and ... recordkeeper access forms for assigned plans • Payroll uploads for Assigned Plans • Monthly ...
$60K - $70K/yr
Our suite of flexible and comprehensive fiduciary services helps 401(k) plan sponsors, advisors and ... recordkeeper access forms for assigned plans • Payroll uploads for Assigned Plans • Monthly ...
... plan recordkeeper. * Educate employees on retirement plan offerings, vesting schedules, and financial wellness resources. 401(k) Audits & Compliance * Lead the end-to-end annual 401(k) plan audit ...
... plan recordkeeper. * Educate employees on retirement plan offerings, vesting schedules, and financial wellness resources. 401(k) Audits & Compliance * Lead the end-to-end annual 401(k) plan audit ...
... recordkeeper, TPA, actuary, attorney, etc.) to strengthen client satisfaction and further deepen ... At least three years of professional, retirement plan investment advisory experience in a 401(k) ...
... recordkeeper, TPA, actuary, attorney, etc.) to strengthen client satisfaction and further deepen ... At least three years of professional, retirement plan investment advisory experience in a 401(k) ...
... 401(k), 403(b), and other workplace savings programs. In this highly visible role, you will ... recordkeeper capabilities, and competitive offerings. Synthesize insights from plan sponsors ...
... 401(k), 403(b), and other workplace savings programs. In this highly visible role, you will ... recordkeeper capabilities, and competitive offerings. Synthesize insights from plan sponsors ...
... 401(k), 403(b), and other workplace savings programs. In this highly visible role, you will ... recordkeeper capabilities, and competitive offerings. Synthesize insights from plan sponsors ...
... 401(k), 403(b), and other workplace savings programs. In this highly visible role, you will ... recordkeeper capabilities, and competitive offerings. Synthesize insights from plan sponsors ...
$26.92 - $31.82
4% of jobs
$31.82 - $36.71
13% of jobs
$39.02 is the 25th percentile. Wages below this are outliers.
$36.71 - $41.61
18% of jobs
$41.61 - $46.50
14% of jobs
The median wage is $47.39 / hr.
$46.50 - $51.40
11% of jobs
$51.40 - $56.29
8% of jobs
$59.41 is the 75th percentile. Wages above this are outliers.
$56.29 - $61.19
11% of jobs
$61.19 - $66.08
8% of jobs
$66.08 - $70.98
7% of jobs
$70.98 - $75.87
3% of jobs
$75.87 - $80.77
2% of jobs
$26
$51
$80
| Aspect | 401 K Recordkeeper | 401 K Plan Administrator |
|---|---|---|
| Primary Role | Manages recordkeeping, participant data, and account information | Oversees plan compliance, legal requirements, and plan operations |
| Credentials | Typically requires financial or administrative certifications | Often requires compliance or plan administration certifications |
| Work Environment | Financial services firms, third-party providers | Employers, consulting firms, or third-party administrators |
The main difference is that a 401 K Recordkeeper focuses on maintaining accurate participant records and account data, while a 401 K Plan Administrator handles overall plan compliance and operational oversight. Both roles are essential in managing retirement plans but serve distinct functions within the industry.

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 6 days ago
We believe in the commitment to seek out and provide financial and insurance solutions for tomorrow, not just for today. In doing so, we help our customers, employees, and communities "fast forward" to the goals they strive to achieve in life.
Benefits: Health (Traditional and High-Deductible plan options), Dental, Vision, Medical & Dependent Care FSA, HSA, 401k, Employee Stock Ownership, Company paid Life and Long-term Disability Insurance, Voluntary paid benefits, Paid Time Off, Holidays, Extended Medical Absence Leave.
Work Hours: Full-time, Monday through Friday, 8:00-5:00pm.
Skills / Requirements / Qualifications:
ESOP administration: Primary liaison to trustee/valuation firm/TPA; prepare valuation inputs; manage annual statements, distributions, diversification, and participant communications; maintain repurchase obligation model and cash-flow forecasts.
401(k) plan oversight: Coordinate testing (ADP/ACP), audit filings, fee reviews; manage recordkeeper and advisor; ensure timely remittance and disclosures.
Stock plan administration: Oversee grants, vesting, exercises, tax withholding, and reconciliations; maintain equity plan records in platform.
Deferred compensation (409A) & BOLI: Support plan operations, elections, distributions, and compliance; coordinate with carriers/advisors; maintain policy and performance reviews.
Executive & Board reporting: Prepare executive summaries and committee/Board materials; attend key committees as requested; maintain control calendar and dashboards.
Participant communication: Draft and deliver clear, timely participant notices, FAQs, and education aligned to plan milestones.
Controls & compliance: Maintain auditable workpapers; coordinate with the Internal Auditor on plan audits; monitor regulatory developments and recommend plan updates.
Special projects: Execute executive requests (e.g., plan design analysis, benchmarking), improving quality, cycle time, and transparency.
Comply with applicable banking, insurance, tax, and investment laws and regulations.
Bachelor’s degree in business, accounting, finance; Master’s/MBA preferred.
Minimum of eight years’ experience in ESOP/retirement/equity plan administration with executive-level reporting, banking, or ESOP-intensive company preferred.
Active CPA license desired.
Equal Opportunity Employer