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Defined Benefit Plan Administrator

Scott Retirement Advisors, Inc.

(Remote)

We are a TPA firm specializing in administration and design of qualified retirement plans, typically catering to small companies (<100 employees). Our expertise lies in crafting customized Cash Balance/DC combinations, offering a high-touch personalized service to our clients. We prioritize accuracy and timeliness in our work product while delivering personal attention to anticipate and meet our clients’ needs effectively. Our culture is rooted in teamwork, honesty, creativity, and a growth philosophy, all driven by a shared passion for delivering exceptional service to our growing network of clients. As part of our team, you’ll have the opportunity to work in a collaborative environment where your contributions are valued, and where you can grow both personally and professionally. 

Position Summary: Requires advanced understanding of Cash Balance, Defined Benefit and 401K plans. Candidate works remotely. 

Job Functions, Essential Duties and Responsibilities

• Responsible for plan administration, compliance and testing for assigned plans
• Tracks and monitors job progress to ensure that all necessary data is requested and received in order to meet compliance deadlines
• Prepares annual valuation and compliance reports
• Reviews actuarial reports to communicate with clients and advisors
• Reviews plan documents and amendments
• Resolves operational and compliance issues related to qualified plans
• Supports and reviews transactional processing (loans, distributions, RMDs)
• Reads and comprehends retirement plan documents to ensure accuracy and compliance with regulations.
• Considers and applies IRS, DOL, and ERISA legislation and regulations
• Responsible for protecting, securing, and proper handling of confidential data to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to us or our clients.

Experience, Skills, Knowledge Requirements

• Bachelor’s degree preferred
• 5+ years of prior ERISA experience in the retirement industry
• Strong Word, Excel, and Outlook skills
• Strong written and oral communication, analytical and problem solving skills
• Strong attention to detail and the ability to prioritize
• Holds professional Designation: QKA, QPA, APA, CPC designations preferred
• Prior experience with ASC plan administration software

We offer competitive wages plus benefits: flexible work arrangements, vacation and sick leave, paid health and vision insurance, paid holidays, SHNEC 401(k), Cafeteria-125 plan, and paid CE opportunities. 

How to Apply

To apply, please email your resume to careers@scottretireadvisors.com

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