Plan Administrator - Special Projects at NFP Corp, Virtual, TX

Plan Administrator - Special Projects at NFP Corp in Virtual, TX. Contract. Est. up to $130k. Apply with swipeandhired.

Plan Administrator

Job Locations

US-TX-Virtual

Requisition Post Information* : Posted Date

6 hours ago (10/29/2026 9:48 AM)

Job Requisition ID

2590908

Number of Openings

1

Job Family

Pension Administration Operations

Posting Description

Who We Are:

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.

For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Position Summary
We are seeking a Plan Administrator with the technical expertise to support a variety of complex retirement plan administration projects. While this individual will have the knowledge and experience to provide full plan administration, their expertise will be leveraged by the Special Projects team to provide technical research, analysis, and guidance to internal and external stakeholders.

In this role, you will have the opportunity to make a meaningful impact by helping clients and prospective clients navigate complex compliance challenges, resolve difficult plan issues, and protect the long-term health of their retirement plans.

The ideal candidate combines deep ERISA and plan administration expertise with the relationship-building skills needed to guide clients confidently through an increasingly complex regulatory landscape.
Key Responsibilities
Plan Administration & Compliance

• Provide various technical compliance task s for a multitude of client s including projects such as DB/DC /H&W 5500 preparation and corrective calculations

• Perform non-discrimination and compliance testing, including ADP/ACP, 410(b) coverage, top-heavy, 415 annual addition limit, 401(a)(4) cross-testing and other necessary measurements

• Calculate and allocate employer contributions

• Assist clients with corrections through the various governmental programs

• Reconcile payroll contributions and employee census to determine if prior activity aligns with prior instructions and determine current year plan eligibility

• Reconcile trust assets and contributions, interpreting trust financial statements to resolve discrepancies

• Interpret plan document provisions to ensure accurate, compliant administration

• Ensure clients adhere to government filing and regulatory requirements

Government Filings & Regulatory Support

• Complete, review, and provide audit support for Forms 5500, 5330, 8955-SSA, 1099-R, and related schedule s

• Review and validate work completed by other plan administrators and support staff to ensure accuracy prior to delivery

• Maintain and expand ERISA compliance and software knowledge in step with evolving regulations and our evolving technology platform capabilities

Client & Relationship Management

• Develop effective working relationships with clients, internal teams, external advisors, recordkeepers, and auditors supporting shared client relationships

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