DB/DC Retirement Plan Administrator

DB/DC PLAN ADMINISTRATOR (Remote)

Our Client |Established Second-Generation Independent TPA Firm

Remote | Exempt| Anticipated Starting Compensation Up To $100,000

Position: DB/DC Plan Administrator

Classification: Exempt

Anticipated Starting Compensation: Up to $100,000 contingent on experience

Location: Remote with hybrid options available

Reason Open: Growth

Contact: View email address on click.appcast.io

ABOUT OUR CLIENT

Our client is a second-generation family-run independent TPA firm with over 50 years of experience in qualified retirement plan administration. With 11 employees including four fully remote staff members the firm operates with a collaborative and technically rigorous culture. The President has been involved on a full-time basis since 2003 and most employees have been with the firm for 25 or more years. The firm holds weekly video calls to encourage team collaboration and prides itself on a philosophy of going beyond software output to truly understand and analyze the plans it administers. This is a firm where technical depth and long-term commitment are both expected and rewarded.

POSITION OVERVIEW

Our client is seeking an experienced DB/DC Plan Administrator to join their growing team. The ideal candidate brings hands-on defined benefit and defined contribution administration experience and thrives in an environment that values genuine plan understanding over mechanical processing. This is a full A to Z soup to nuts administration role covering both defined benefit and defined contribution plans with an initial caseload of 80 to 100 plans evaluated and adjusted after the first year. The administrator serves as the primary point of contact for an assigned book of plan sponsor clients, financial advisors, and CPAs.

PRIMARY RESPONSIBILITIES

• Review and scrub census data and determine and confirm participant eligibility across both defined contribution and defined benefit plans
• Calculate employer contributions and top-heavy minimum contributions in accordance with plan provisions for DC plans
• Coordinate with actuarial team to obtain contribution calculations and valuations for defined benefit and cash balance plans
• Perform compliance testing including ADP/ACP testing, 401(a)(4) nondiscrimination testing, 410(b) coverage testing, and top-heavy testing across all employer contribution allocation methods including simple, permitted disparity, cross-testing, and new comparability
• Reconcile plan assets and prepare annual trust accounting for both DC and DB plans
• Prepare and file Form 5500 and all related schedules including Schedule SB coordination for defined benefit plans
• Prepare annual plan valuations including benefit statements and participant account reporting
• Process loan and distribution requests in compliance with plan documents and IRC requirements
• Prepare plan amendments and restatements and work with legal and internal teams on plan document changes
• Identify operational failures and recommend appropriate corrective actions through EPCRS programs
• Maintain regular professional communication with plan sponsors, accountants, financial advisors, and actuarial partners
• Manage an initial caseload of 80 to 100 DB/DC plans with evaluation and adjustment after the first year

REQUIRED EXPERIENCE

• Minimum 2 years of A to Z soup to nuts plan administration experience spanning both defined contribution and defined benefit plans
• Bachelor's degree preferred Math, Actuarial Science, Accounting, or Finance preferred
• Proficiency in all employer contribution allocation methods including simple, permitted disparity, cross-testing, and new comparability
• Working knowledge of defined benefit plan funding concepts including coordination with actuarial teams on contribution calculations and valuations
• Strong attention to detail and commitment to accuracy and quality in all work product
• Excellent written and verbal communication skills with plan sponsors, accountants, and financial advisors
• Ability to thrive in a team environment and contribute positively to a collaborative culture
• Proficiency in Microsoft Excel
• Ability to work independently and manage a large and varied caseload with minimal supervision

PREFERRED EXPERIENCE

• ASC experience preferred (not required) this is the firm's primary administration platform
• ASPPA designations or active pursuit of designation QKA, QPA, CPC, or EA a meaningful plus
• Cash balance plan experience strongly preferred
• Experience managing a combined DB/DC caseload of 80 or more plans
• Experience with plan document review and interpretation across both plan types
• Experience with plan amendments, restatements, and EPCRS corrections
• Experience coordinating with enrolled actuaries on Schedule SB preparation and PBGC filings

WHAT OUR CLIENT OFFERS

• Anticipated starting compensation of up to $100,000 contingent on experience
• Remote work environment with hybrid options available
• Collaborative and technically focused team culture with weekly video collaboration
• Firm that values long-term commitment most employees have 25 or more years of tenure
• An environment that invests in genuine technical expertise and professional development
• Opportunity to be part of a respected second-generation independent TPA with over 50 years in the industry
• Comprehensive benefits package

To Apply: Please submit your resume and compensation expectations to View email address on click.appcast.io

Presented by Networks Connect |Recruiting Manager: Shawn Minor| View phone number on click.appcast.io