Remote Pension Administrator – ROBS & ERISA

Cooper University Health Care; Fenton (MO); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

100% Remote

Paid Sick Leave

Flexible schedule

Paid time off

Job summary

The SD Cooper Company, a national leader in ROBS and ERISA compliance services, is seeking a Pension Administrator to support client plans, ensure regulatory compliance, and maintain high service standards.

You will handle ongoing compliance, reporting, and plan administration for qualified retirement plans, with heavy interaction with small business owners and CPAs. Remote position with flexible schedule and benefits.

Qualifications

• CalcAir (Datair) experience REQUIRED.
• 2+ years in retirement plan (TPA) administration preferred.
• Knowledge of 401(k), profit-sharing, and ROBS plans is a plus.
• ASSPA certification or progress towards it is a plus.
• Proficiency in Office 365, Adobe, Zoom/Meet.
• Strong organizational and communication skills.
• Experience with 5500, 1099-R, 945, 8955-SSA forms.

Responsibilities

• Use CalcAir (formerly Datair) and eFast for federal tax filings and form submissions.
• Prepare and file annual IRS Form 5500-series returns and related schedules.
• Maintain and update plan documents and adoption agreements.
• Track plan activity, contributions, distributions, and ownership percentages.
• Monitor eligibility, vesting, and nondiscrimination testing.
• Administer loans, rollovers, distributions, and RMDs per IRS/DOL rules.
• Utilize ACT! CRM; communicate with clients via phone/email/video.
• Collaborate with CPAs, advisors, and internal staff.

Skills

Strong organizational skills

Excellent communication

Tools

CalcAir/Datair

eFast

ACT! CRM

Office 365

Adobe

Zoom/Meet

Job description

The SD Cooper Company, a national leader in ROBS and ERISA compliance services, is seeking a Pension Administrator to support client plans, ensure regulatory compliance, and maintain high service standards.

You will handle ongoing compliance, reporting, and plan administration for qualified retirement plans, with heavy interaction with small business owners and CPAs. Remote position with flexible schedule and benefits.