Defined Benefit and Combo Team Lead

REMOTE, (none selected)

Posted: 04/09/2024 Industry: Employee Benefits & Retirement Services Job Number: JL23.8.2.1 Remote Friendly: Experience:

Job Description

Defined Benefit and Combo Team Lead - REMOTE

Position Overview: We are seeking a skilled and experienced Defined Benefit and Combo Team Lead to join our dynamic team. In this role, you will be responsible for overseeing a team of professionals handling a portfolio of small plans, ensuring accurate and timely execution of plan administration tasks, and maintaining a high standard of service. Your expertise in defined benefit and combo plans, along with your ability to lead a team, will be instrumental in the success of our operations.


  • Lead and manage a team of 3 or more professionals specializing in defined benefit and combo plan administration.
  • Provide guidance, training, and mentorship to team members, ensuring their professional growth and the delivery of exceptional client service.
  • Review and approve the work of the team, including benefit calculations, compliance testing, participant communication materials, and regulatory filings.
  • Manage a caseload of up to 100 small defined benefit and combo plans, ensuring all tasks are completed accurately and within established timelines.
  • Collaborate with cross-functional teams, such as client services, legal, and compliance, to address plan-specific challenges and ensure seamless plan administration.
  • Stay up-to-date with industry trends, regulations, and compliance requirements related to defined benefit and combo plans.
  • Act as a point of contact for clients, addressing inquiries, resolving issues, and providing expert guidance on plan design and regulatory changes.
  • Utilize Datair or similar software to streamline plan administration processes and enhance efficiency.
  • Prepare and present periodic reports on team performance, workload distribution, and key metrics to senior management.


Job Requirements


  • Bachelor's degree in Finance, Accounting, Business Administration, or a related field. Relevant certifications (e.g., ASPPA, CEBS) a plus.
  • Minimum of 5 years of experience in retirement plan administration, with a strong focus on defined benefit and combo plans.
  • Proven experience in managing a caseload of small plans and overseeing a team of 3 or more professionals.
  • Thorough understanding of retirement plan regulations, compliance, and IRS/DOL reporting requirements.
  • Proficiency in utilizing plan administration software, with Datair experience considered a significant advantage.
  • Excellent analytical, problem-solving, and mathematical skills, with keen attention to detail.
  • Outstanding interpersonal and communication skills, both written and verbal.
  • Ability to prioritize tasks, manage multiple projects, and adapt to changing priorities in a fast-paced environment.
  • Demonstrated leadership capabilities, including the ability to motivate, mentor, and guide team members.
  • Strong commitment to accuracy, integrity, and client-focused service.
  • Compensation: Base salary ranging from $100,000 to $125,000, commensurate with experience and qualifications.

If you are a dedicated professional with a strong background in defined benefit and combo plan administration, along with exceptional leadership skills, we encourage you to apply. Join our team and play a pivotal role in delivering top-tier retirement plan services to our valued clients.

Meet Your Recruiter

Jasmine Laney
Executive Recruiter

I Joined CPS, inc’s Employee Benefits division earlier this year and feel like I’ve found my home. I recruit at all levels of experience within the qualified and nonqualified retirement plan industry. My expertise includes Talent Acquisition, Employee Onboarding & Assessment, Staff Development, Salary Analysis, Management Consulting, Career Consultation, and Candidate Generation. When I’m not in the office I enjoy spending time with my friends and family. You can find me refereeing for IHSA on the weekends and perfecting my euro-step like Lebron… Even though he travels… Get in touch with me about opportunities or if you want to chat about the latest games.  

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