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District Business Manager, Gastroenterology (DBM) - Upper Midwest

CPS Inc

Illinois

On-site

USD 70,000 - 90,000

Full time

30+ days ago

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Qualifications

  • Knowledge of IRS and ERISA regulations is essential.
  • Bachelor's degree in finance or accounting is required.

Responsibilities

  • Oversee administration of DC and DB retirement plans.
  • Ensure compliance with IRS and ERISA regulations.

Skills

IRS regulations knowledge
ERISA compliance knowledge
Plan administration skills
Detail-oriented

Education

Bachelor's degree in finance
Bachelor's degree in accounting
Equivalent experience

Tools

Form 5500
Form 1099-R

Job description

DC/DB Combo Plan Administrator – Account Manager

Location: Remote, IL, US

Salary: $70,000 - $90,000

Leading 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/SPDs to consult with plan sponsors as needed.
  • Collaborate with actuaries to ensure seamless plan administration.

Job Requirements:

Qualifications:

  • Knowledge of IRS and ERISA regulations and compliance requirements.
  • Bachelor's degree in finance, accounting, or a related field (or equivalent experience).
  • ASPPA and/or NIPA designations encouraged but not required.
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