DC Retirement Plan Administrator

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

Benefits offered by this job

Health insurance

Paid CE

PTO with holidays

Profit sharing

Remote work

Job summary

CPS, Inc. is seeking a Defined Contribution Plan Administrator for a fully remote role. You will guide clients and referral partners through the full life cycle of retirement plans, from design conversations to Form 5500, serving sponsors, CPAs, and advisors with a client-focused approach.

Join a team that prides itself on accurate numbers and up-to-date industry knowledge. The role blends personal service with modern tools to minimize repetitive tasks and maximize meaningful work.

Qualifications

• Minimum 2 years of retirement plan administration experience.
• Experience with defined contribution plans and Form 5500 is a plus.
• Ability to explain qualified plan concepts clearly to clients and referral sources.
• Strong organizational skills and the ability to balance deadlines.

Responsibilities

• Prepare and review annual valuation reports for defined contribution plans.
• Review compliance and nondiscrimination testing and IRS filings (e.g., Form 5500).
• Calculate minimum and maximum contribution allocations for plan illustrations.
• Act as main point of contact for clients, coordinating with CPAs and advisors.
• Review plan amendments and ensure executed copies are on file.
• Collaborate with business development and onboarding on proposals and technical guidance.

Skills

Retirement plan administration

Client communication

Organization

Team collaboration

Education

ASPPA/NIPA credential or interest

Tools

PensionPro

DATAIR

ftwilliam

Job description

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.