Role Summary

HIGHLIGHTS

Remote Retirement role administering DB/DC combo plans for a book of small clients. You’ll manage full-cycle administration, prepare annual valuation packages and compliance filings, and work closely with in-house actuaries. Associate-level role (3–5 years) based in the US, fully remote.

JOB DESCRIPTION SUMMARY

Full-cycle administration of small DB/DC combo retirement plans
Prepare valuation packages, funding notices, IRS Forms 5500, PBGC filings
Perform nondiscrimination testing and projections for contributions/distributions
Fully remote role; work with in-house actuaries and client contacts
Ideal for candidates with 3–5 years TPA or retirement plan administration

DOMAIN EXPERTISE

DB and DC retirement plan administration
Valuation and trust accounting/asset reconciliation
Nondiscrimination testing (410(b), 401(a)(4), 401(a)(26), gateway testing)
Knowledge of IRS and DOL regulations and filings
Experience with plan design and updating plan provisions

KEY REQUIREMENTS

3–5 years of DB and DC retirement plan administration experience
Proven ability with valuations, trust accounting, and asset reconciliation
Strong knowledge of IRS and DOL regulations and filings
Experience performing nondiscrimination testing (410(b), 401(a)(4), etc.)
Proficiency in Microsoft Excel, Word, and Outlook

TECH STACK

Excel
PowerPoint

Role Summary

HIGHLIGHTS

JOB DESCRIPTION SUMMARY

Full-cycle administration of small DB/DC combo retirement plans
Prepare valuation packages, funding notices, IRS Forms 5500, PBGC filings
Perform nondiscrimination testing and projections for contributions/distributions
Fully remote role; work with in-house actuaries and client contacts
Ideal for candidates with 3–5 years TPA or retirement plan administration