Pension Administrator
Compensation: $50,000 to $70,000 based on position and experience.
Employment Type: Full-Time (W-2)
Benefits: PTO; Sick Leave
About Us
The SD Cooper Company is a nationally recognized leader in Rollover for Business Startups (ROBS) and ERISA compliance services. We help entrepreneurs use their retirement funds to start or buy a business by establishing compliant retirement plans. Our team is expanding, and we are seeking a detail-oriented Pension Administrator to support our growing client base and maintain our high standards of regulatory compliance and customer service.
Position Summary
As a Pension Administrator, you will be responsible for the ongoing compliance, administration, and reporting of qualified retirement plans under the ROBS program. You’ll work with small business owners and internal team members to ensure timely and accurate plan maintenance, participant reporting, and ERISA documentation.
Key Responsibilities
Maintain and update plan documents and adoption agreementsTrack plan activity, contributions, distributions, and ownership percentagesPrepare and file annual IRS Form 5500-series returns and related schedulesMonitor eligibility, vesting, and nondiscrimination testingAdminister loans, rollovers, distributions, and RMDs per IRS/DOL rulesUtilize ACT! CRM; communicate with clients via phone/email/videoCollaborate with CPAs, advisors, and internal staffUse CalcAir (formerly Datair) and eFast for filings and submissions
Qualifications
2+ years in retirement plan (TPA) administration preferredCalcAir (Datair) experience strongly preferredKnowledge of 401(k), profit-sharing, and ROBS plans is a plusASSPA certification or progress towards it is a plusProficiency in Office 365, Adobe, Zoom/MeetStrong organizational and communication skillsExperience with 5500, 1099-R, 945, 8955-SSA forms
Apply Now
Apply Now
Employment Type: Full-Time (W-2)
Benefits: PTO; Sick Leave
About Us
The SD Cooper Company is a nationally recognized leader in Rollover for Business Startups (ROBS) and ERISA compliance services. We help entrepreneurs use their retirement funds to start or buy a business by establishing compliant retirement plans. Our team is expanding, and we are seeking a detail-oriented Pension Administrator to support our growing client base and maintain our high standards of regulatory compliance and customer service.
Position Summary
As a Pension Administrator, you will be responsible for the ongoing compliance, administration, and reporting of qualified retirement plans under the ROBS program. You’ll work with small business owners and internal team members to ensure timely and accurate plan maintenance, participant reporting, and ERISA documentation.
Key Responsibilities
Maintain and update plan documents and adoption agreementsTrack plan activity, contributions, distributions, and ownership percentagesPrepare and file annual IRS Form 5500-series returns and related schedulesMonitor eligibility, vesting, and nondiscrimination testingAdminister loans, rollovers, distributions, and RMDs per IRS/DOL rulesUtilize ACT! CRM; communicate with clients via phone/email/videoCollaborate with CPAs, advisors, and internal staffUse CalcAir (formerly Datair) and eFast for filings and submissions
Qualifications
2+ years in retirement plan (TPA) administration preferredCalcAir (Datair) experience strongly preferredKnowledge of 401(k), profit-sharing, and ROBS plans is a plusASSPA certification or progress towards it is a plusProficiency in Office 365, Adobe, Zoom/MeetStrong organizational and communication skillsExperience with 5500, 1099-R, 945, 8955-SSA forms
Apply Now
Apply Now