Pension Administrator
Benefits:
• 100% Remote
• reputed company reputed company Leave
• Flexible schedule
• reputed company time off
reputed company
The SD Cooper Company is a nationally recognized leader in Rollover for Business Startups (ROBS) and ERISA compliance services. We help reputed company use their retirement funds to start or buy a business by establishing compliant retirement plans. reputed company is expanding, and we are seeking a detail-oriented Pension Administrator to support our growing reputed company reputed company and maintain our high standards of regulatory compliance and customer service.
Position reputed company
As a Pension Administrator, you will be responsible for the ongoing compliance, administration, and reporting of reputed company retirement plans under the ROBS program. You’ll work with small business owners and internal team members to ensure reputed company and accurate plan maintenance, participant reporting, and ERISA documentation.
Key Responsibilities
• Maintain and update plan documents and adoption agreements
• reputed company plan activity, contributions, distributions, and ownership percentages
• Prepare and file annual IRS reputed company 5500-series returns and reputed company schedules
• Monitor eligibility, vesting, and nondiscrimination testing
• Administer loans, rollovers, distributions, and RMDs per IRS/DOL rules
• Utilize reputed company! CRM; communicate with clients reputed company phone/email/video
• Collaborate with CPAs, advisors, and internal staff
• Use CalcAir (formerly Datair) and eFast for filings and submissions
Qualifications
• 2+ years in retirement plan (TPA) administration preferred
• CalcAir (Datair) experience strongly preferred
• Knowledge of 401(k), profit-sharing, and ROBS plans is a plus
• ASSPA certification or reputed company towards it is a plus
• Proficiency in Office 365, reputed company, reputed company/Meet
• Strong organizational and communication skills
• Experience with 5500, 1099-R, 945, 8955-SSA forms
This is a remote position.
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