Combo Plan Administrator - Remote
Overview
We are looking for a detail-oriented DC/DB Combo Plan Administrator to manage the administration and compliance of defined contribution (DC) and defined benefit (DB) retirement plans. The ideal candidate will have experience in retirement plan management, a strong understanding of DC and DB regulations, and excellent organizational skills.
Responsibilities
- Oversee day-to-day administration of DC and DB retirement plans for multiple clients.
- Process contributions, distributions, loans, and withdrawals accurately and on time.
- Conduct annual compliance testing for DC and DB plans, including ADP/ACP, top-heavy, nondiscrimination, and 410(b) limits.
- Prepare and review IRS Form 5500 filings, ensuring ERISA and IRS compliance.
- Communicate with plan participants to provide support and information.
- Review plan documents for compliance with current regulations.
- Stay updated on industry changes to advise clients and ensure compliance.
Qualifications
- Qualified 401(k) Administrator (QKA) or similar certification preferred.
- 2+ years of experience in retirement plan administration. Experience at a TPA is required.
- In-depth knowledge of ERISA, IRS, and DOL regulations.
- Proficiency with Relius, Datair, Ft Williams, or ASC, and Microsoft Office.
- Strong analytical, problem-solving, and communication skills.
- Ability to manage multiple projects and meet deadlines in a fast-paced environment.
Benefits
- Competitive salary (up to $100k).
- Health, dental, and vision insurance.
- Retirement plan with employer matching.
- Paid time off and holidays.
- Professional development opportunities.
- 100% remote work.
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