Combo Retirement Plan Administrator

This is a fully remote position, open to applicants in United States.

📋 Description

• Manage comprehensive administration tasks and independently oversee a caseload of around 80 small combination plans.

• Comprehend and interpret elements of DB/Cash Balance Plan actuarial valuations, effectively communicating any issues to internal actuaries and clients.

• Assemble annual valuation packages that include valuation reports, annual funding notices, letters, actuarial certifications, IRS Form 5500, related schedules, and additional IRS forms such as 5330 and 8955-SSA.

• Prepare comprehensive premium filings for the PBGC.

• Design plans for both existing and prospective clients.

• Conduct, review, and rectify annual non-discrimination testing for stand-alone DB/Cash Balance Plans and combination DB/DC plans, covering tests such as 410(b), 401(a)(4), 401(a)(26), and gateway testing.

• Review documents, tax forms, notifications, disclosures, legal materials, and any correspondence sent to clients or government bodies.

• Compute projections and requirements for contributions.

• Calculate distributions and examine distribution forms for employees who have terminated their employment.

• Investigate technical and regulatory issues related to clients’ plans.

• Foster proactive client relationships, maintain plan management, and provide clients with guidance on technical and regulatory obligations.

• Engage in continuous education through webcasts and ASPPA examinations.

• Execute additional duties as assigned.

⛳️ Requirements

• At least 5 years of experience in the administration of qualified combination plans.

• Bachelor’s Degree in Actuarial Science, Mathematics, Business/Finance, Accounting, Economics, or other relevant disciplines.

• Strong organizational skills and exceptional attention to detail.

• Ability to collaborate effectively with team members in a dynamic environment.

• Capacity to prioritize tasks and manage multiple responsibilities.

• Enthusiasm for client service.

• Ability to work autonomously in a remote setting.

• ASPPA and/or NIPA certification preferred, or a willingness to pursue such credentials.

• Familiarity with Relius and FT William benefits software is preferred.

🏝️ Benefits

• Flexible workplace with options for remote work.

• Flexible PTO policies, including both flexible and unlimited options.

• An inclusive environment that values diversity, collaboration, and respect.

• Continuous learning and career development opportunities.

• Comprehensive health, dental, vision, life, and disability insurance.

• Incentive bonus programs.

• Flexible working hours.