Plan administrator resume examples from 2026
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How to write a plan administrator resume
Craft a resume summary statement
Put a resume summary on the top of your resume to highlight your accomplishments. A resume summary sums up your experience and skills, making it easy for hiring managers to understand your qualifications at a glance. Here are some tips to write a strong, impressive resume summary:
Step 1: Start with your current job title, or the one you aspire to. Are you a passionate manager? A skilled analyst? It's a good starting point.
Step 2: Next put your years of experience in plan administrator-related roles.
Step 3: Now is the time to put your biggest accomplishment or something you are professionally proud of.
Step 4: Read over what you have written. It should be 2-4 sentences. Your goal is to summarize your experience, not recite your resume.
Hiring managers spend under a minute reviewing resumes on average. This means your summary needs to demonstrate your value quickly and show why you are the perfect fit for the plan administrator position.Please upload your resume so Zippia’s job hunt AI can draft a summary statement for you.
List the right project manager skills
Many resumes are filtered out by hiring software before a human eye ever sees them. A robust Skills section can let recruiters (and bots) know you have the skills to do the job. Here is how to make the most of your skills section:
- You often need to include the exact keywords from the job description in your resume. Look at the job listing and consider which of the listed skills you have experience with, along with related skills.
- Include as many relevant hard skills and soft skills as possible from the listing.
- Use the most up to date and accurate terms. Don't forget to be specific.
Here are example skills to include in your “Area of Expertise” on a plan administrator resume:
- Payroll
- HR
- Plan Administration
- Database
- PowerPoint
- SOX
- DOL
- Financial Reports
- Strong Analytical
- Calculation
- ERISA
- Recordkeeping
- Hyperion
- Life Insurance
- Windows
- Reconciliations
- Client Service
- IRS Form
- Stock Options
- Plan Design
- SQL
- Plan Sponsors
- Equity Edge
- External Auditors
- Legislative Changes
- Plan Provisions
- RSU
- Open Enrollment
- Relius
- Discrimination Testing
Zippia’s AI can customize your resume for you.
How to structure your work experience
Your work experience should be structured:
- With your most recent roles first, followed by earlier roles in reverse chronological order.
- Job title, along with company name and location on the left.
- Put the corresponding dates of employment on the left side.
- Keep only relevant jobs on your work experience.
How to write plan administrator experience bullet points
Your resume is not a list of responsibilities or a job description. Instead, it is your chance to show your accomplishments and show why you're good at what you do.
- Use the What, How, and Why format. Answering these questions turns a bland job description into an effective showcase of your abilities.
- What were your responsibilities or goals?
- How did you accomplish them?
- Why were your results important? (How did it impact your company? Can you quantify the results in numbers? )
Here are great bullet points from plan administrator resumes:
Work history example #1
Planning Coordinator
Ruby Tuesday
- Performed confidential verification of customer income status according to government procedures.
- Operated the front desk and supported with answering phone calls as well as answering emails.
- Planned and coordinated logistics and material for board meetings, committee meetings, and staff events.
- Implemented financial monitoring systems and monitored cash management including controlling production expenditures, and managing payroll and petty cash.
- Created overall seamless and welcoming communication between Operations and other departments as well as vendors while supporting a major international project.
Work history example #2
Client Service Associate
Merrill Co
- Coordinated auditing events to meet FINRA regulations and requirements for all documentation and client accounting.
- Maintained continuing education requirements associated with FINRA license.
- Opened, closed and maintained Brokerage accounts using the Firm's Wealth Management platform.
- Maintained all records to keep branch office in compliance with all SEC and FINRA regulations.
- Maintained the Client Relationship Management (CRM) system.
Work history example #3
Plan Administrator
Sears Holdings
- Streamlined plan processing through active collaboration with financial consultants and plans sponsors.
- Acted as part of the payroll team, responsible for research of payroll discrepancies, garnishment, and taxes.
- Worked with payroll department to streamline administrative practices and recommend process improvements.
- Created database of collaboration partners.
- Fulfilled reporting requirements of relevant government rules and regulations including ERISA.
Work history example #4
Plan Administrator
MetLife
- Handled Executive and High Compensation accounts for major clients including Fortune 500 companies and performed million dollar rollovers.
- Monitored ERISA, Department of Labor and IRS laws, discrimination testing, determination and verification of eligibility and contribution allocations.
- Prepared 5500 forms and informed employees of ERISA, COBRA, and FMLA compliance measures.
- Performed IRS Limits test for pension plans, ensuring no employee was benefiting more than another by deferring more than allowed.
- Triaged RFP s and developed presentations and marketing materials for employee benefit offerings.
Zippia’s AI can customize your resume for you.
Add an education section to your resume
- The highest degree you have achieved.
- TWhere you attended school, and the dates (Although if you graduated some time ago, leave the date off to avoid ageism)
- TField of study
- TAny honors, relevant coursework, achievements, or pertinent activities
Here are some examples of good education entries from plan administrator resumes:
Bachelor's Degree in finance
Temple University, Philadelphia, PA
1999 - 2002
Bachelor's Degree in business
Ashford University, San Diego, CA
2015 - 2018
Highlight your plan administrator certifications on your resume
If you have any additional certifications or education-like achievements, add them to the education section.
Start simple. Include the full name of the certification. It's also good to mention the organization that issued the certification. Next, specify when you obtained the certification.
If you have any of these certifications, be sure to include them on your plan administrator resume:
- Qualified 401(k) Administrator (QKA)