Senior Manager of Retirement Plan Administration
HIS Envoys Group
Colorado Springs, CORemote$60,000 - $85,000 a yearFull Time
Job Description
Department: Third Party Administration
Reports To: VP of Faith Based Retirement Plan Services
Location: Colorado Springs, CO • Oakbrook Terrace, IL • Hybrid • In‑Person • Fully Remote
FLSA Status: Exempt
Position Type: Permanent — Full-time
Organization Summary
HIS Envoys Group is a faith-driven financial firm committed to helping individuals, businesses, and nonprofits steward their resources for Kingdom impact. Our mission is to create Kingdom impact by championing biblical financial stewardship. We partner with a wide range of clients—including churches, ministries, rescue missions, retreat centers, and values-driven for-profit organizations—providing investment, retirement, and financial consulting solutions that align with biblical principles.
Our team shares a deep commitment to our clients’ mission and values. We believe stewardship is a calling, not just a job. Whether serving a nonprofit ministry or a faith-led business, we approach every client relationship with integrity, clarity, and long-term vision. Our Biblically Responsible Investing (BRI) strategies reflect this conviction, helping clients pursue both financial growth and eternal impact. HIS is committed to providing BRI investment solutions tailored to the needs and values of its clients and others that utilize our BRI models through SMA’s and CITs. Harvest is a stewardship company and adheres to the biblical principle that it all belongs to God, and because it’s all HIS, we are stewards of resources that we do not own, but have been trusted to us to manage.
At HIS Envoys Group you’ll find a place where your professional expertise and your faith-driven purpose come together. We foster a collaborative, high-performance environment where team members are encouraged to grow, lead, and make a meaningful difference in the lives of those we serve.
Position Summary
The Senior Manager or Retirement Plan Administration is a management role with broad responsibility for overseeing the full life cycle administration of ERISA and Non-ERISA retirement plans, with particular depth in ERISA-governed 401(k) and 403(b) plans. This role is designed for an experienced professional who brings technical expertise, sound judgment, and strong leadership skills to guide teams, support clients, and partner cross-functionally across the organization.
Key Responsibilities
Retirement Plan Administration & Oversight: Provide leadership and oversight for the full cycle of ERISA retirement plan administration, including eligibility, contributions, distributions, loans, corrections, and operational compliance. Administer and oversee both ERISA and Non-ERISA 403(b) plans, with a clear understanding of regulatory, operational, and fiduciary distinctions. Serve as a senior internal resource on ERISA, IRS, and DOL regulations, offering guidance on complex and non-routine plan matters.
Compliance Testing & Government Filings: Oversee annual compliance testing, including ADP/ACP, top-heavy, coverage, and other required nondiscrimination tests. Review and ensure the accurate and timely preparation and filing of Form 5500 and related schedules. Partner with plan auditors, advisors, and internal stakeholders to support audits, corrections, and regulatory inquiries.
Plan Documents & Recordkeeping Collaboration: Demonstrate strong working knowledge of ASC or FT Williams plan document platforms. Collaborate closely with the Plan Document team on plan design, amendments, restatements, and regulatory updates. Partner with Recordkeeping teams to ensure alignment between plan documents, system configuration, and operational execution.
Client-Facing Leadership & Internal Partnership: Act as a senior, client-facing administrator for key and complex plans. Support Plan Sales by providing technical insight on plan design, compliance considerations, and administrability. Work closely with Client Onboarding and Conversion teams to ensure smooth implementations, data accuracy, and operational readiness. Communicate confidently and clearly with plan sponsors, advisors, and internal leadership.
Team Leadership & Outsourced Resource Management: Lead, mentor, and oversee outsourced or offshore administrative teams, ensuring consistency, accuracy, and service quality. Review work product for compliance and completeness rather than performing routine data entry. Establish and refine workflows, controls, and best practices across plan administration. Contribute to process improvement, scalability, and operational efficiency initiatives.
Perform other duties and responsibilities as assigned based on business needs.
This role requires the ability to perform the essential functions described. Reasonable accommodations will be provided in accordance with applicable federal, state, and local laws to enable qualified individuals with disabilities to perform essential job functions.
Key Metrics for Impact (KMIs)
Ensure accurate and timely completion of annual compliance testing and government filings across assigned plans
Maintain high standards of operational compliance and audit readiness for ERISA and Non-ERISA retirement plans
Support successful plan onboarding, conversions, and implementations through cross-functional collaboration
Provide effective oversight of outsourced administrative resources to ensure quality and consistency
Serve as a trusted internal and client-facing subject-matter expert on complex retirement plan matters
Contribute to process improvements that enhance scalability, efficiency, and client experience
Required Qualifications
8+ years of progressive experience in retirement plan administration
Deep expertise in ERISA-governed retirement plans and demonstrated experience with Non-ERISA 403(b) plans
Strong background in compliance testing and Form 5500 preparation and review
Hands-on familiarity with ASC or FT Williams plan document systems
ASPPA credentials (QKA, QPA, or similar designations) preferred
Prior recordkeeping experience strongly preferred
Proven experience managing outsourced, offshore, or distributed administrative teams
Demonstrated ability to work cross-functionally with Plan Sales, Client Onboarding, Recordkeeping, and Plan Document teams
Strong written and verbal communication skills with a client-focused mindset
Behavioral Competencies
Demonstrates strong values alignment with our firm mission statement; “To create Kingdom impact by championing Biblical financial stewardship.” HIS Envoys Group is a stewardship company and adheres to the Biblical principle that it all belongs to God, and because it is all His, we are stewards of resources that we do not own but have been entrusted to us to manage. We help Christ Followers better align their God-entrusted resources with their Biblical values.
Demonstrates professionalism and emotional intelligence in client and colleague interactions
Exhibits an ownership mindset with strong follow-through and accountability
Applies problem-solving and analytical thinking to resolve challenges and advance team goals
Collaborates effectively across teams and departments
Maintains high attention to detail and ensures data accuracy
Aligns behavior with the mission, values, and service standards of HIS Envoys Group
Work Environment & Physical Requirements
This role may be performed in a hybrid or remote capacity, or fully in person in Colorado Springs, CO or Oakbrook Terrace, IL, with minimal travel required. Requires regular computer-based work and the ability to sit or stand for extended periods.
Work location and arrangement may be adjusted based on business needs and in compliance with applicable law.
Compensation
Pay Rate: $60,000-$85,000 annually
The anticipated salary ranges for highly qualified individuals, commensurate with experience and qualifications.
Disclosed in accordance with state law.
Career Progression Defined progression for this role has yet to be established. As such, there is no set timeline for promotion; advancement will be based on individual performance and organizational business needs. The compensation range for any future advancement will be determined and disclosed at the time the new role is officially posted, in accordance with applicable state laws, including pay transparency requirements.
Benefits Overview
Employees in this role are eligible for a comprehensive benefits package, including:
Medical Insurance: Multiple plan options, including traditional copay and HSA-compatible plans
Dental and Vision Insurance: Voluntary coverage with national provider networks
Life and Disability Insurance: Employer-provided life insurance, short-term disability (STD), and long-term disability (LTD) coverage
Monthly Benefit Allowance: A set monthly allowance is provided to apply toward employer-sponsored benefits or private plans of your choice
Retirement Plan: 401(k) with employer contributions and a matching schedule that increases with tenure
Paid Time Off: Flexible PTO policy that covers vacation, sick, and personal time, plus paid holidays
Profit Sharing: Eligibility for company profit sharing based on organizational performance
Professional Development: Reimbursement available for approved certifications, licenses and credentials
Equal Opportunity & Employment Status
HIS Envoys Group is an Equal Opportunity Employer. All employment is at-will and subject to applicable federal, state, and local laws.
Non-Contract Disclaimer
This position description is not intended to create an employment contract, express or implied, and does not alter the at-will nature of employment.
Reports To: VP of Faith Based Retirement Plan Services
Location: Colorado Springs, CO • Oakbrook Terrace, IL • Hybrid • In‑Person • Fully Remote
FLSA Status: Exempt
Position Type: Permanent — Full-time
Organization Summary
HIS Envoys Group is a faith-driven financial firm committed to helping individuals, businesses, and nonprofits steward their resources for Kingdom impact. Our mission is to create Kingdom impact by championing biblical financial stewardship. We partner with a wide range of clients—including churches, ministries, rescue missions, retreat centers, and values-driven for-profit organizations—providing investment, retirement, and financial consulting solutions that align with biblical principles.
Our team shares a deep commitment to our clients’ mission and values. We believe stewardship is a calling, not just a job. Whether serving a nonprofit ministry or a faith-led business, we approach every client relationship with integrity, clarity, and long-term vision. Our Biblically Responsible Investing (BRI) strategies reflect this conviction, helping clients pursue both financial growth and eternal impact. HIS is committed to providing BRI investment solutions tailored to the needs and values of its clients and others that utilize our BRI models through SMA’s and CITs. Harvest is a stewardship company and adheres to the biblical principle that it all belongs to God, and because it’s all HIS, we are stewards of resources that we do not own, but have been trusted to us to manage.
At HIS Envoys Group you’ll find a place where your professional expertise and your faith-driven purpose come together. We foster a collaborative, high-performance environment where team members are encouraged to grow, lead, and make a meaningful difference in the lives of those we serve.
Position Summary
The Senior Manager or Retirement Plan Administration is a management role with broad responsibility for overseeing the full life cycle administration of ERISA and Non-ERISA retirement plans, with particular depth in ERISA-governed 401(k) and 403(b) plans. This role is designed for an experienced professional who brings technical expertise, sound judgment, and strong leadership skills to guide teams, support clients, and partner cross-functionally across the organization.
Key Responsibilities
Retirement Plan Administration & Oversight: Provide leadership and oversight for the full cycle of ERISA retirement plan administration, including eligibility, contributions, distributions, loans, corrections, and operational compliance. Administer and oversee both ERISA and Non-ERISA 403(b) plans, with a clear understanding of regulatory, operational, and fiduciary distinctions. Serve as a senior internal resource on ERISA, IRS, and DOL regulations, offering guidance on complex and non-routine plan matters.
Compliance Testing & Government Filings: Oversee annual compliance testing, including ADP/ACP, top-heavy, coverage, and other required nondiscrimination tests. Review and ensure the accurate and timely preparation and filing of Form 5500 and related schedules. Partner with plan auditors, advisors, and internal stakeholders to support audits, corrections, and regulatory inquiries.
Plan Documents & Recordkeeping Collaboration: Demonstrate strong working knowledge of ASC or FT Williams plan document platforms. Collaborate closely with the Plan Document team on plan design, amendments, restatements, and regulatory updates. Partner with Recordkeeping teams to ensure alignment between plan documents, system configuration, and operational execution.
Client-Facing Leadership & Internal Partnership: Act as a senior, client-facing administrator for key and complex plans. Support Plan Sales by providing technical insight on plan design, compliance considerations, and administrability. Work closely with Client Onboarding and Conversion teams to ensure smooth implementations, data accuracy, and operational readiness. Communicate confidently and clearly with plan sponsors, advisors, and internal leadership.
Team Leadership & Outsourced Resource Management: Lead, mentor, and oversee outsourced or offshore administrative teams, ensuring consistency, accuracy, and service quality. Review work product for compliance and completeness rather than performing routine data entry. Establish and refine workflows, controls, and best practices across plan administration. Contribute to process improvement, scalability, and operational efficiency initiatives.
Perform other duties and responsibilities as assigned based on business needs.
This role requires the ability to perform the essential functions described. Reasonable accommodations will be provided in accordance with applicable federal, state, and local laws to enable qualified individuals with disabilities to perform essential job functions.
Key Metrics for Impact (KMIs)
Ensure accurate and timely completion of annual compliance testing and government filings across assigned plans
Maintain high standards of operational compliance and audit readiness for ERISA and Non-ERISA retirement plans
Support successful plan onboarding, conversions, and implementations through cross-functional collaboration
Provide effective oversight of outsourced administrative resources to ensure quality and consistency
Serve as a trusted internal and client-facing subject-matter expert on complex retirement plan matters
Contribute to process improvements that enhance scalability, efficiency, and client experience
Required Qualifications
8+ years of progressive experience in retirement plan administration
Deep expertise in ERISA-governed retirement plans and demonstrated experience with Non-ERISA 403(b) plans
Strong background in compliance testing and Form 5500 preparation and review
Hands-on familiarity with ASC or FT Williams plan document systems
ASPPA credentials (QKA, QPA, or similar designations) preferred
Prior recordkeeping experience strongly preferred
Proven experience managing outsourced, offshore, or distributed administrative teams
Demonstrated ability to work cross-functionally with Plan Sales, Client Onboarding, Recordkeeping, and Plan Document teams
Strong written and verbal communication skills with a client-focused mindset
Behavioral Competencies
Demonstrates strong values alignment with our firm mission statement; “To create Kingdom impact by championing Biblical financial stewardship.” HIS Envoys Group is a stewardship company and adheres to the Biblical principle that it all belongs to God, and because it is all His, we are stewards of resources that we do not own but have been entrusted to us to manage. We help Christ Followers better align their God-entrusted resources with their Biblical values.
Demonstrates professionalism and emotional intelligence in client and colleague interactions
Exhibits an ownership mindset with strong follow-through and accountability
Applies problem-solving and analytical thinking to resolve challenges and advance team goals
Collaborates effectively across teams and departments
Maintains high attention to detail and ensures data accuracy
Aligns behavior with the mission, values, and service standards of HIS Envoys Group
Work Environment & Physical Requirements
This role may be performed in a hybrid or remote capacity, or fully in person in Colorado Springs, CO or Oakbrook Terrace, IL, with minimal travel required. Requires regular computer-based work and the ability to sit or stand for extended periods.
Work location and arrangement may be adjusted based on business needs and in compliance with applicable law.
Compensation
Pay Rate: $60,000-$85,000 annually
The anticipated salary ranges for highly qualified individuals, commensurate with experience and qualifications.
Disclosed in accordance with state law.
Career Progression Defined progression for this role has yet to be established. As such, there is no set timeline for promotion; advancement will be based on individual performance and organizational business needs. The compensation range for any future advancement will be determined and disclosed at the time the new role is officially posted, in accordance with applicable state laws, including pay transparency requirements.
Benefits Overview
Employees in this role are eligible for a comprehensive benefits package, including:
Medical Insurance: Multiple plan options, including traditional copay and HSA-compatible plans
Dental and Vision Insurance: Voluntary coverage with national provider networks
Life and Disability Insurance: Employer-provided life insurance, short-term disability (STD), and long-term disability (LTD) coverage
Monthly Benefit Allowance: A set monthly allowance is provided to apply toward employer-sponsored benefits or private plans of your choice
Retirement Plan: 401(k) with employer contributions and a matching schedule that increases with tenure
Paid Time Off: Flexible PTO policy that covers vacation, sick, and personal time, plus paid holidays
Profit Sharing: Eligibility for company profit sharing based on organizational performance
Professional Development: Reimbursement available for approved certifications, licenses and credentials
Equal Opportunity & Employment Status
HIS Envoys Group is an Equal Opportunity Employer. All employment is at-will and subject to applicable federal, state, and local laws.
Non-Contract Disclaimer
This position description is not intended to create an employment contract, express or implied, and does not alter the at-will nature of employment.