DC/DB Combo Plan Administrator – Account Manager

REMOTE, IL | Fully Remote

Posted: 02/20/2024 Industry: Employee Benefits & Retirement Services Job Number: SA23.9.26.1 Pay Rate: $70k - $90k Experience:

Job Description

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.

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Job Requirements

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.

Meet Your Recruiter

Steve Anderson
Retirement Svcs Recruiter - Section Manager

Steve Anderson is a nationally recognized retirement services recruiter with over 20 years of experience. Steve started in 1996 and has facilitated partnerships with many of the industry leading providers for CPS Inc. He brings a candid communication style that delivers proven results and company leading levels of new & repeat business. 

Steve has a simple business philosophy – make it easy for businesses to work with him while bringing value through his work ethic, industry knowledge, and contacts. His integrity, transparency, and commitment to finding the best hire has enabled him to be a leader within the retirement industry and CPS Inc. He is an advocate for qualified candidates at all levels of experience. 

Steve recruits at all levels of experience within the qualified and nonqualified retirement plan industry. His expertise includes Talent Acquisition, Employee Onboarding & Assessment, Staff Development, Salary Analysis, Management Consulting, Career Consultation, and Candidate Generation. 

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