Combo Plan Administrator - Remote

Job is Expired
Location: Remote
Compensation: Salary
Staff Reviewed: Tue, May 21, 2024

Job Summary

A company is looking for a Combo Plan Administrator for a remote pension position.

Key Responsibilities:
  • Prepare DC plan and DB/CB plan valuations, including contribution calculations, compliance testing, and trust accounting
  • Manage client relationships
  • Run plan design proposals and estimates

Required Qualifications:
  • At least 3 years of DC and DB retirement plan administration experience in a TPA environment
  • Working knowledge and experience with Datair software
  • Strong working knowledge of IRS & DOL regulations, requirements, and filings
  • Ability to analyze plan documents and recommend changes to accommodate client objectives
  • Interest in or experience with traditional defined benefit, cash balance, and combo plans a plus

COMPLETE JOB DESCRIPTION

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