Jennifer Pauly
@jenniferpauly
Experienced 401(k) and defined contribution plan administrator with deep ERISA compliance expertise.
United StatesWhat I'm looking for
I am a 401(k) and Defined Contribution Plan Administrator with 25+ years managing compliance, vendor relations, and retirement plans supporting large participant populations and multi-billion-dollar assets. I specialize in ERISA regulations, IRS/DOL compliance, nondiscrimination testing, annual plan audits, and plan document drafting and amendments.
Throughout my career I have overseen retirement plan administration for employers ranging from $20M plans to programs covering 380,000 eligible participants and up to $8 billion in assets. I have led post-merger plan integrations, managed vendor relationships, performed reconciliations, and driven process improvements to increase operational efficiency.
I deliver practical compliance solutions, clear custom participant communications, and reliable audit support. I am focused on ensuring regulatory adherence while improving plan operations and participant outcomes through thoughtful documentation and collaborative vendor management.
Experience
Work history, roles, and key accomplishments
Oversee administration of acquired 401(k) plans through post-merger integration, advise on plan document interpretation and compliance, and assist with annual plan audits and nondiscrimination testing.
Program Manager – Retirement
National Veterinary Associates
Oct 2021 - Apr 2023 (1 year 6 months)
Managed administration of a $185M Defined Contribution plan, ensured regulatory compliance, supported annual audits and Form 5500 filings, and led vendor relations and process improvement efforts.
Led administration of multiple Defined Contribution and Non‑Qualified plans for 380,000 participants and up to $8B in assets, created plan documents/amendments, managed audits and nondiscrimination testing, and led communications and efficiency initiatives.
Relationship Manager
Standard Retirement Services
Oct 2008 - Oct 2012 (4 years)
Managed client relationships for employer-sponsored retirement plans, provided compliance-based solutions, and administered 401(k), Profit Sharing, and Safe Harbor plans up to $20M in assets.
Account Manager
Nationwide Retirement Consulting Group
Oct 1997 - Oct 2008 (11 years)
Administered a portfolio of 50 employer-sponsored retirement plans, maintained trustee and investment relationships, and prepared plan documents and regulatory research.
Education
Degrees, certifications, and relevant coursework
University of Hartford
Bachelor of Science, Business Administration (Marketing)
Bachelor of Science in Business Administration with a concentration in Marketing from the University of Hartford.
Availability
Location
United StatesAuthorized to work in
Job categories
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