DB Retirement Plan Consultant – Remote – 9844

DB Retirement Plan Consultant - Remote - 9844

Published: May 1, 2023
Remote, Any
Job Type
Job ID
Yrs Exp(min)
Salary (Mid)
Matt Doman
Recruiter Phone Number


Client looking for an experienced DB Administrator with at least 2+ years of experience. Also looking for someone who has experience working within the small plan space as well.
• Manage and complete all aspects of administration of a caseload consisting of Defined Benefit Plans
• Analyze provisions in plan documents to ensure compliance with IRS and DOL regulations
• Confirm and analyze census information, determine eligibility, key, and highly compensated employees
and input data
• Calculate employer contributions including related nondiscrimination testing, coverage testing and other
compliance requirements for more complex plans
• Allocate employer contributions after considering top-heavy status, deductibility limits, and impact of
• Identify and communicate non-compliance issues to clients and make recommendations for correction
• Identify issues related to fiduciary responsibilities, such as adequate bonding, impact of nonqualified
assets on bonding, and prohibited transactions
• Allocate gains and losses on pooled and individual accounts
• Evaluate takeover plans and identify compliance issues
• Review pension trust accounting reports for accuracy
• Prepare client reports and confirm accuracy of data
• Communicate issues and recommendations for resolution to client
• Review plan to make recommendations to client to maximize tax advantages or other benefits
• Assist clients in establishing policies and procedures to communicate plan benefits to their employees
• Support DOL, IRS and Account Audits, as needed
• Competence in all areas of Defined Benefit Plan administration
• Comprehensive and increasing understanding of complex plans
• Sound knowledge of compliance requirements regarding employer contribution calculations, deduction
limits, contribution deposit deadlines, top heavy determination, coverage testing, controlled groups and
annual additions limitations
• Knowledge of all aspects of distributions
• Understanding of IRS filing requirements and deadlines for qualified plans
• Understanding of methods for researching DOL, IRS and other related regulations and procedures
• Ability to effectively communicate, both in writing and orally, with a wide range of outside contacts in a
professional manner

Ideal candidate will have a minimum of two to five years of Defined Benefit pension administration experience requiring critical thinking, analysis, detail orientation, and customer service.

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