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Combo Plan Admin – REMOTE – Pension – 10112

Combo Plan Admin - REMOTE - Pension - 10112

Published: May 20, 2024
Location
Remote, Any
Job Type
Job ID
10112
Yrs Exp(min)
3+
Credentials
None
Salary (Mid)
$80,000
Bonus
Yes
Recruiter
Matt Doman
Recruiter Phone Number
630-519-5052

Description

Client looking to add an experienced Retirement Combo Plan Administrator.

Ideal Candidate has:

  • At least 3 years of DC and DB retirement plan administration experience working in a TPA environment.
  • Working knowledge and experience with Datair software
  • A proven track record of accurately and efficiently performing valuation and trust accounting/asset reconciliation work for retirement plans
  • Strong working knowledge of IRS & DOL regulations, requirements, and filings
  • Ability to analyze plan documents and proactively recommend changes to accommodate client objectives
  • Strong organizational skills and the ability to work independently
  • Proficiency in Excel, Word and Outlook
  • Excellent client communication skills
  • Ability to handle duties with confidentiality and extreme professionalism
  • Interest in or experience with traditional defined benefit, cash balance, and combo plans a plus!

 Duties will include:

  • 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

 

To apply please email: Matt Doman | 630-519-5052
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