Securing Financial Futures, From Hire Through Retire

Combo Retirement Plan Administrator

AdministrationAdministrationFull TimeRemoteTeam 51-200H1B No SponsorCompany Site LinkedIn

Location

Illinois

Posted

131 days ago

Salary

$70K - $95K / year

3 yrs expEnglish

Job Description

• Independently manage full-cycle administration for approximately a book of small DB/DC combo plans. • Interpret and communicate actuarial valuation results and issues with actuaries and clients. • Prepare annual valuation packages, including valuation reports, funding notices, certifications, IRS Forms 5500, 5330, 8955-SSA, and PBGC premium filings. • Conduct and review annual nondiscrimination testing for DB, Cash Balance, and combo plans (e.g., 410(b), 401(a)(4), 401(a)(26), gateway testing). • Design and update plan provisions for existing and prospective clients. • Calculate projections, contributions, and participant distributions; review related forms and documentation. • Review and ensure accuracy of all reports, disclosures, filings, and communications sent to clients or government agencies. • Research and resolve technical or regulatory issues. • Maintain proactive, client-focused communication and provide guidance on compliance requirements. • Participate in continuing education (e.g., webcasts, ASPPA exams). • Other duties as assigned.

Job Requirements

3-5 years of DB and DC retirement plan administration experience, preferably in a TPA environment.
Working knowledge of the Datair system preferred.
Proven ability to accurately and efficiently perform valuation and trust accounting/asset reconciliation work.
Strong knowledge of IRS and DOL regulations, requirements, and filings.
Ability to analyze plan documents and recommend plan design or compliance updates.
Strong organizational skills with the ability to work independently and manage multiple priorities.
Proficiency in Microsoft Excel, Word, and Outlook.
Excellent written and verbal communication skills.
Ability to maintain confidentiality and demonstrate professionalism at all times.

Benefits

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.