About this opportunity
Kernutt Stokes lists this Senior Third-Party Retirement Plan Administrator (TPA) opportunity in eugene, Oregon. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Benefits:
401(k)
Company parties
Competitive salary
Dental insurance
Flexible schedule
Free food & snacks
Health insurance
Opportunity for advancement
Paid time off
Parental leave
Profit sharing
Training & development
Tuition assistance
Wellness resources
Join One of Oregon's 2025 Top 100 Companies to Work For!
Location: Oregon – Portland / Lake Oswego, Eugene, Bend, or Corvallis
Start Date: Targeted for June 1, 2026
Employment Type: Full-time | Hybrid eligible based on location and experience
About The Role
Our Firm is seeking a Senior Retirement Plan Administrator (TPA) to join our growing retirement plan services team. This role is ideal for an experienced professional with 3–5+ years of direct plan administration experience who is ready to build towards taking ownership of a client book, serve as a technical resource, and contribute to the continued growth and quality of our retirement services practice.
The Senior Retirement Plan Administrator will manage the day-to-day operations of complex qualified retirement plans, work directly with the Director of Retirement Plan Services, plan sponsors and advisors, and collaborate closely with internal tax, audit, and consulting teams.
Key Responsibilities
Independently administer and assume increasing primary responsibility for a portfolio of qualified retirement plans, including 401(k), profit sharing, and defined contribution plans
Interpret plan documents and ensure ongoing IRS and DOL compliance
Complete and review investment trust accounting for balance-forward retirement plans
Determine and review participant eligibility and contribution allocation eligibility in accordance with plan provisions
Complete and review plan contribution allocations, vesting updates, forfeiture determination, and distribution processing
Perform and review annual compliance testing, including ADP/ACP, coverage, top-heavy, and nondiscrimination testing
Prepare and review Form 5500s, schedules, and related disclosures
Identify potential compliance or operational issues and elevate appropriately; assist with correction strategies including EPCRS where applicable
Assist with plan terminations and EPCRS corrections
Serve as a primary point of contact for client and advisor inquiries, providing accurate guidance and identifying compliance or plan design considerations
Assist in coordination and preparation of plan amendments, restatements, and corrections
Serve as a technical resource and mentor for junior TPA staff
Partner with internal teams on plan design and consulting opportunities
Maintain strong documentation and workflow management
Qualifications & Experience
3–5+ years of experience in third-party retirement plan administration
Strong attention to detail
Demonstrated ability to manage plans independently
Strong working knowledge of ERISA, DOL, and IRS regulations
Experience working directly with plan sponsors and advisors
Excellent organizational and time-management skills
Preferred Certifications
ASPPA or NIPA credentials such as QKA or QPA strongly preferred
Other relevant credentials (CPFA, CEBS) considered
Bachelor's degree in business, accounting, finance, or related field preferred
Technology
Experience with retirement document, compliance testing, and Form 5500 preparation software, (FT William strongly preferred)
Proficiency in Microsoft Excel and standard office applications
Why Our Firm
Established Oregon-based firm with a collaborative culture
Diverse client base and growth opportunities
Professional development and credential support
Competitive compensation and comprehensive benefits
Application Timing
We are targeting a June 1, 2026, start date and will begin conversations with qualified candidates immediately.
Benefits
401(k)
Dental insurance
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Paid time off
Professional development assistance
Retirement plan
Tuition reimbursement
Vision insurance
Experience
Third Party Administration: 5 years (Required)
License/Certification
ASPPA / NIPA credentials (QKA, QPA, ERPA) (Preferred)
Work Location: Hybrid remote in Portland, Bend, Corvallis and Eugene
Flexible work from home options available.
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Worksite address
eugene, OR, 97403, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.