DC Retirement Plan Administrator

CPS Inc.; Atlanta (GA); Remote; USD 75,000 - 85,000; Full time

Benefits offered by this job

Fully remote position

Employer-paid health insurance

Continuing education support

Generous PTO

Profit sharing

Job summary

CPS Inc. is seeking a Defined Contribution Plan Administrator to join its remote team.

You will guide clients and referral partners through the full life of retirement plans, from design conversations to Form 5500, delivering accurate reports and guidance with modern tools. The ideal candidate has 2+ years in retirement plan administration, familiarity with PensionPro/DATAIR/ftwilliam, and is interested in ASPPA/NIPA credentials.

Qualifications

• 2+ years of retirement plan administration experience
• Experience with PensionPro, DATAIR, or ftwilliam is a plus
• Interest in earning ASPPA, NIPA, or similar credential

Responsibilities

• Prepare and review annual valuation reports for defined contribution plans
• Review compliance testing and IRS filings such as Form 5500
• Calculate contribution allocations for plan illustrations
• Main client contact coordinating with CPAs and advisors
• Review plan amendments and file copies
• Collaborate with BD and onboarding on proposals and guidance

Skills

Retirement plan administration

Client communication

Regulatory knowledge

Education

ASPPA/NIPA credential

Tools

PensionPro

DATAIR

ftwilliam

Job description

DC Retirement Plan Administrator Location: Remote Salary Range: $75,000 - $85,000, plus bonus, depending on experience

Join a Team That Loves This Work If you take pride in getting every number right, get a little excited about new regulations, and enjoy untangling plan documents, we'd like to meet you.

We're an independent retirement plan administration firm looking for a Defined Contribution Plan Administrator to join a team of people who are passionate about the details and committed to great service.

About the Role

You'll guide clients and referral partners through the full life of their retirement plans, from the first design conversation to the final Form 5500. You'll be a trusted resource for plan sponsors, their CPAs, and their financial advisors, and you'll work in a culture that believes the best client service comes from a team that feels supported. Our approach blends personal service with modern tools. Clients reach a real person when they call, and our technology takes care of repetitive tasks so you can focus on meaningful work.

What You'll Do

• Prepare and review annual valuation reports for defined contribution plans, drawing on plan documents and participant data
• Review compliance and nondiscrimination testing, including 401(a)(4), 410(b), 414(s), 402(g), and 415, and prepare and review IRS filings such as Form 5500
• Calculate minimum and maximum contribution allocations to build plan illustrations
• Act as a main point of contact for clients, coordinating with their CPAs and advisors
• Review plan amendments and confirm that executed copies are on file
• Work with our business development and onboarding team on proposals and technical guidance for prospective clients and their advisors

What You Bring

• At least 2 years of retirement plan administration experience, ideally with smaller defined contribution plans (under 100 participants)
• Experience with administration software such as PensionPro, DATAIR, or ftwilliam is a plus
• An ASPPA, NIPA, or similar credential, or a real interest in earning one
• Comfort explaining qualified plan concepts clearly to clients and referral sources
• Strong organizational skills and the ability to balance competing deadlines
• Excellent written and verbal communication, and the ability to work independently and as part of a team

What Makes Someone Thrive Here

• A sharp eye for detail: You catch what others miss.
• A problem-solving mindset: You spot an issue, propose a fix, and see it through.
• A love of learning and teaching: You enjoy staying current on a changing industry and sharing what you know.
• A client-first outlook: You want every client interaction to leave them feeling well cared for.
• Adaptability: You're open to trying new approaches and learning from what doesn't work.

What We Offer

• Competitive base salary of $75,000 - $85,000, plus bonus, based on experience
• A fully remote position
• Employer-paid health insurance premiums, with optional dental, vision, and living benefits
• Paid continuing education and conference attendance
• Generous paid time off, starting at up to 16 days in your first year and growing with tenure, plus paid company holidays
• A non-elective profit sharing contribution
• A focus on work-life balance, with an effort to keep deadline crunch to a minimum
• Real room to grow your career
• Long-term stability. We're committed to staying independent rather than being sold.