DC / DB Combo Plan Administrator Account Manager
Location : Remote
Salary : 70 90k
Leading retirement plan administration provider. Dedicated to helping clients navigate the complexities of defined contribution (DC) and defined benefit (DB) Combo retirement plans.
Job Description :
Seeking a skilled and detail-oriented DC / DB Combo Plan Administrator . In this role, you will be responsible for overseeing the administration of both defined contribution (DC) and defined benefit (DB) retirement plans for clients.
Key Responsibilities :
- Ensure plans adhere to IRS and ERISA regulations.
- Prepare and file the required forms, such as Form 5500 and Form 1099-R.
- Monitor plan contribution limits and perform necessary testing (ADP / ACP, 410(b), etc.).
- Review plan documents / SPD’s to consult with plan sponsors as needed.
- Collaborate with actuaries to ensure seamless plan administration.
- Benefit calculation, actuarial valuation, and nondiscrimination testing of DB plan experience not required.
Qualifications :
- Knowledge of IRS and ERISA regulations and compliance requirements.
- Bachelor's degree in finance, accounting, or a related field (or equivalent experience).
- ASPPA and / or NIPA designations encouraged but not required.
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