DC Plan Administrator
Core
Administer a diverse portfolio of 401(k) and defined contribution retirement plans, ensuring compliance, accuracy, and client success.
Role type
DC Plan Administrator
Builds
Retirement plan administration services for small- to mid-sized businesses
Domain
Financial services / Retirement planning
Required skills
ERISA rules knowledge, defined contribution plan administration, compliance testing (ADP/ACP), Form 5500 filing, allocation calculations, plan document review
Preferred skills
Combo Cash Balance / Defined Contribution (CB/DC) administration experience, proficiency in ASC, Datair, Relius, or FTWilliam
Responsibilities
Independently manage and administer a caseload of retirement plans, Perform compliance testing (ADP/ACP, coverage, nondiscrimination), Deliver strategic recommendations on plan design and compliance, Prepare annual valuations, Complete and file Form 5500s, Calculate employer contributions, Review participant distributions and loans
Seniority
Mid-level, hands-on IC