DB/DC Combo Plan Admin. – Remote – Pension 10132

DB/DC Combo Plan Admin. - Remote - Pension 10132

Published: July 8, 2024
Remote, Any
Job Type
Job ID
Yrs Exp(min)
Salary (Mid)
Matt Doman
Recruiter Phone Number


Our client is looking for a DB/DC combo plan administrator to perform technical DB and DC administration at a high level and work directly with actuaries. Provide exceptional customer service to broad client base of Plan Sponsors/Employers, Financial Advisors, CPA’s, Recordkeeper Contacts, and other partnerships.


Provide clear communication that conveys the right information to client base, while performing routine compliance administration.
Ability to communicate Defined Benefit and Combo Plan testing and specific information to clients.
Communicate directly with actuaries.
Understanding of Defined Benefit Calculations & Limits.
Utilize current, standardized administration and tools (excel templates etc.) to perform all administrative reports.
Must be detailed oriented in all aspects of administration, including detailed notes, cell links and documentation.
Sort through obtained data to meet timely testing deadlines that meet client expectations for such deliveries.
Able to understand DB and DC Plan Documents and how they relate to ongoing administration.
Work with Recordkeeper data that is most likely received in varied formats and systems to reconcile Plan Assets.
Work on Pooled Brokerage Account reconciliation.
Understand the intricacy of plan asset reconciliations, document distributions, including Required Minimum Distribution calculations, contributions, earnings, transfers, adjustments etc. that may have transpired throughout the Plan year, including recordkeeping conversions.
Provide timely contribution calculations and monitor IRS maximums and limits.
Accurate and timely completion of IRS Forms (5500 series, 5330, 1099R’s and others)
Accurate and timely completion of PBGC Forms
Assist colleagues with their questions by providing insight and options.
Ability to provide to clients, necessary direction and resources that assist Plan needs (payroll questions, corrections or adjustments, Plan design questions and any other plan related items).
Continue to seek ways to improve processes and services. Maintain client and plan data according to set administrative electronic path (Box…)


Minimum 5 years of TPA compliance and administration experience
Minimum 3 years of experience related to defined benefit actuarial/administrative services.
Experience with PBGC related forms and processes
Bachelor’s degree in accounting, Business Administration, or equivalent work experience
Excellent presentation skills, telephone/video call etiquette and professionalism, client service skills and time management proficiency
Proficiency with Excel and database applications including formatting and formulas.
Thorough knowledge base of ERISA, PBGC, DOL and IRS regulations, and plan documents
Excellent written and oral communication skills. The ability to communicate effectively (clear, concise, and professionally) with all levels within the organization, as well as with our client’s.
Excellent analytical and problem resolution skills

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