Overview In this role you will serve as the primary liaison between ADP, TPAs, and 3(16) fiduciary partners to ensure compliant retirement plan administration. You will apply subject matter expertise on plan operations, regulatory requirements, testing methodologies, and plan corrections while partnering with internal teams and external stakeholders. You will identify operational challenges, drive process improvements, and maintain strong partner relationships to enhance service delivery. This role offers impact by helping clients stay compliant at scale and shaping how ADP supports retirement plans.
Responsibilities- Serve as the primary liaison between ADP, TPAs, and 3(16) fiduciary partners
- Build and maintain collaborative relationships with external partners and internal stakeholders
- Provide guidance on plan administration, compliance requirements, and product inquiries
- Escalate and resolve partner concerns to ensure a positive service experience
- Coordinate with TPAs and fiduciary partners to ensure accurate and timely retirement plan services
- Provide SME on Form 5500 preparation, review, and filing requirements
- Consult on qualified plan compliance matters including ADP/ACP, coverage, and top-heavy testing
- Assist with correction methodologies for failed testing and operational issues
- Monitor critical filing and compliance deadlines and manage follow-up actions
- Develop training materials, process documentation, and knowledge resources
- Share regulatory updates with internal teams and external partners
- Contribute to initiatives that improve partner experience and service delivery
Key requirements- 6+ years of experience in retirement plan administration, recordkeeping, TPA support, compliance consulting, or related role
- Strong knowledge of qualified retirement plan administration and ERISA fundamentals
- Form 5500 filing requirements and regulatory deadlines
- Non-discrimination testing methodologies including ADP/ACP, coverage, and top-heavy testing
- Correction methods for compliance and operational failures
- Experience partnering with TPAs, advisors, plan sponsors, fiduciaries, or retirement plan providers
- Strong client-facing and relationship management capabilities
- Ability to explain complex regulatory concepts to varied audiences
- Excellent organizational, prioritization, and deadline-management skills
- College degree is not required; relevant experience valued
- Military experience is welcomed
- relationship management
- communication
- problem-solving
- Form 5500
- ADP/ACP testing
- non-discrimination testing
