DC/DB Combo Plan Administrator – Account Manager

CPS, Inc.; St. Louis (MO); On-site; USD 70,000 - 90,000; Full time

Job summary

CPS, Inc. is seeking a DC/DB Combo Plan Administrator to manage both defined contribution and defined benefit retirement plans for clients. This role focuses on accurate plan administration and ensuring regulatory compliance.

You will file required forms, monitor testing and limits, and collaborate with actuaries and plan sponsors to maintain seamless plan operations in a remote setting.

Qualifications

• Oversee administration of both DC and DB retirement plans.

Responsibilities

• Ensure plans adhere to IRS and ERISA regulations.
• Prepare and file required forms (Form 5500, Form 1099-R).
• Monitor contribution limits and perform testing (ADP/ACP, 410(b)).
• Review plan documents/SPD’s and consult with plan sponsors as needed.
• Collaborate with actuaries to ensure accurate plan administration.

Skills

Plan Administration

Job description

DC/DB Combo Plan Administrator - Account Manager

Salary: 70 - 90kLeading retirement plan administration provider. Dedicated to helping clients navigate the complexities of defined contribution (DC) and defined benefit (DB) Combo retirement plans.

DC/DB Combo Plan Administrator - Account ManagerLocation: RemoteSalary: 70 - 90kLeading retirement plan administration provider. Dedicated to helping clients navigate the complexities of defined contribution (DC) and defined benefit (DB) Combo retirement plans.

Job Description:Seeking a skilled and detail-oriented DC/DB Combo Plan Administrator. In this role, you will be responsible for overseeing the administration of both defined contribution (DC) and defined benefit (DB) retirement plans for clients.

Key Responsibilities:

• Ensure plans adhere to IRS and ERISA regulations.
• Prepare and file the required forms, such as Form 5500 and Form 1099-R.
• Monitor plan contribution limits and perform necessary testing (ADP/ACP, 410(b), etc.).
• Review plan documents/SPD’s to consult with plan sponsors as needed.
• Collaborate with actuaries to ensure seamless plan administration.
• Benefit calculation, actuarial valuation, and nondiscrimination testing of DB plan experience not required.