Retirement Plan Administrator

A company is looking for a Retirement Combo Plan Administrator.

Key Responsibilities

Independently manage full-cycle administration for a book of small DB / DC combo plans

Prepare annual valuation packages and conduct annual nondiscrimination testing for various plans

Maintain proactive client communication and provide guidance on compliance requirements

Required Qualifications

3-5 years of DB and DC retirement plan administration experience, preferably in a TPA environment

Working knowledge of the Datair system preferred

Strong knowledge of IRS and DOL regulations, requirements, and filings

Ability to analyze plan documents and recommend compliance updates

Proficiency in Microsoft Excel, Word, and Outlook