~Plan Administrators The Plan Administrator is a full-time position working directly with clients and brokers via telephone and e-mail to monitor assets that are contributed to a corporate retirement plan. They perform testing on the plan to ensure compliance and prepare statements on a quarterly basis. Research skills and communication skills are essential for success in this position.
The career track for Plan Administration begins with Plan Administrator, progresses to Senior Plan Administrator, and Consulting Senior Plan Administrator. Progression occurs as the person grows and becomes capable of taking on a larger and more complex plan load.