DC Plan Administrator

Role Overview

• Independently manage and administer a caseload of retirement plans
• Perform compliance testing (ADP/ACP, coverage, nondiscrimination, etc.)
• Deliver strategic recommendations on plan design and compliance
• Prepare annual valuations
• Complete and file Form 5500s
• Calculate employer contributions
• Perform cross-testing and allocation calculations
• Review participant distributions and loans
• Maintain up-to-date knowledge of ERISA rules and regulations
• Review plan documents and ensure operational compliance
• Communicate effectively with clients, advisors, and internal team members

Requirements

• Experience administering defined contribution retirement plans
• Experience as a Combo Cash Balance / Defined Contribution (CB/DC) Administrator is a plus, but not required
• Strong understanding of ERISA rules and retirement plan compliance
• Proficiency in any administration software such as: ASC, Datair, Relius, FTWilliam

Benefits

• Flexible Workplace – Hybrid and remote options available for many roles.
• Unlimited PTO – Competitive paid time off, including flexible & unlimited options.
• Inclusive Environment – A culture that values diversity, collaboration, and respect.
• Growth Opportunities – Support for ongoing learning and career development.
• Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
• Workplace Perks – Incentive bonus programs, flexible hours, & more.