Job Details

Description

Our client is looking for an experienced Retirement Combo Plan Administrator. This full-time, fully remote role involves complete (A-Z) administration of a book of DB/DC combo retirement plans. Will work closely with in-house actuaries, maintain client relationships, and contribute to a collaborative, growth-oriented environment.
This person will run a book of primarily one man DB/DC plans. Potential to learn and grow into a larger role over time.
Really looking for someone who actually knows how to do the DB calcs-so almost more of an actuarial analyst. That said-they will be client facing and need good client skills.

Key Responsibilities:
Independently manage full-cycle administration for approximately a book of small DB/DC combo plans.
Interpret and communicate actuarial valuation results and issues with actuaries and clients.
Prepare annual valuation packages, including valuation reports, funding notices, certifications, IRS Forms 5500, 5330, 8955-SSA, and PBGC premium filings.
Conduct and review annual nondiscrimination testing for DB, Cash Balance, and combo plans (e.g., 410(b), 401(a)(4), 401(a)(26), gateway testing).
Design and update plan provisions for existing and prospective clients.
Calculate projections, contributions, and participant distributions; review related forms and documentation.
Review and ensure accuracy of all reports, disclosures, filings, and communications sent to clients or government agencies.
Research and resolve technical or regulatory issues.
Maintain proactive, client-focused communication and provide guidance on compliance requirements.
Participate in continuing education (e.g., webcasts, ASPPA exams).
Other duties as assigned.

Qualifications:
3-5 years of DB and DC retirement plan administration experience, preferably in a TPA environment.
Working knowledge of the Datair system preferred.
Proven ability to accurately and efficiently perform valuation and trust accounting/asset reconciliation work.
Strong knowledge of IRS and DOL regulations, requirements, and filings.
Ability to analyze plan documents and recommend plan design or compliance updates.
Strong organizational skills with the ability to work independently and manage multiple priorities.
Proficiency in Microsoft Excel, Word, and Outlook.
Excellent written and verbal communication skills.

To apply please email: Matt Doman | 630-###-####