Combo Retirement Plan Administrator
Core
Administer small combo retirement plans (DB/DC) for small-to-mid-sized businesses, handling actuarial valuations, regulatory filings, and plan design.
Role type
Retirement Plan Administrator
Builds
Annual valuation packages, IRS Form 5500 filings, PBGC premium filings, and distribution calculations for client plans.
Domain
Retirement services / Actuarial science
Required skills
DB/Cash Balance Plan administration, actuarial valuation interpretation, non-discrimination testing (410(b), 401(a)(4)), regulatory compliance, plan design, tax form preparation, client relationship management
Preferred skills
ASPPA or NIPA credentials, Relius software, FT William benefits software
Technologies
Relius, FT William
Responsibilities
Prepare Annual Valuation packages including IRS Form 5500 and related schedules; Perform and review annual non-discrimination testing; Calculate projections and contribution requirements; Review reports and legal documents sent to clients or agencies; Maintain client relationships and advise on regulatory requirements
Seniority
Mid-level, hands-on IC