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

• Independently oversee and manage a portfolio of retirement plans.

• Conduct compliance testing (ADP/ACP, coverage, nondiscrimination, etc.).

• Provide strategic insights on plan design and compliance measures.

• Prepare annual valuations for retirement plans.

• Complete and submit Form 5500s.

• Calculate contributions from employers.

• Carry out cross-testing and allocation computations.

• Review participant loan requests and distributions.

• Stay informed about current ERISA rules and regulations.

• Examine plan documents to ensure they meet operational compliance standards.

• Communicate effectively with clients, advisors, and members of the internal team.

• Proven experience in administering defined contribution retirement plans.

• Experience as a Combo Cash Balance / Defined Contribution (CB/DC) Administrator is advantageous but not mandatory.

• Strong knowledge of ERISA regulations and retirement plan compliance.

• Proficiency in administration software such as ASC, Datair, Relius, or FTWilliam.

• Flexible Workplace – Hybrid and remote options available for many roles.

• Unlimited PTO – Competitive paid time off, including flexible & unlimited options.

• Inclusive Environment – A culture that values diversity, collaboration, and respect.

• Growth Opportunities – Support for ongoing learning and career development.

• Comprehensive Benefits – Health, dental, vision, life, and disability coverage.

• Workplace Perks – Incentive bonus programs, flexible hours, & more.

DC Plan Administrator

People also viewed