Defined Benefit Plan Administrator

Job Summary

A company is looking for a Defined Benefit/Cash Balance Plan Administrator (CBA).

Key Responsibilities:

• Independently manage a caseload of approximately 50 small Defined Benefit/Cash Balance plans
• Prepare and facilitate PBGC filings and coordinate year-end valuation and government reporting
• Discuss plan design changes with clients and maintain industry knowledge on legislative requirements

Required Qualifications:

• 4+ years of retirement plan experience, with consideration for motivated candidates with less experience
• Excellent knowledge of non-discrimination testing including ADP/ACP, 415, 410(b), and Top Heavy
• Familiarity with Defined Benefit/Cash Balance actuarial valuation reports and PBGC filing requirements
• Proficiency in MS Office, including Word, Excel, and Outlook
• ASPPA and/or NIPA credentials preferred, or willingness to work towards them