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Retirement Plan Administrator - Defined Contribution Plans

The Pension Design Group

(Remote / Columbus OH / Hybrid)

Who we are and who are we looking for:

The Pension Design Group, a Third-Party Administration firm specializing in Defined Contribution and Cash Balance Retirement Plans, is seeking an experienced industry professional to join our growing team as we continue to expand.

The ideal candidate should have a minimum of three years of industry experience and be well-versed in administration, compliance, and client communications, including interactions with advisors and CPAs. Familiarity with Datair Software would be a plus.

Responsibilities

• Oversee a book of plans
• Perform annual compliance testing
• Prepare trust accounting/reconciliation and annual valuation reporting
• Create the Form 5500
• Plan document amendments
• Maintaining up-to-date knowledge of ERISA, IRS, and DOL rules and deadlines

Qualifications

• Three years of DC administration experience preferred
• Experience with Datair Software preferred, not required
• Strong work ethic and problem-solving skills
• Excellent written verbal and written skills
• Strong organizational skill and attention to detail/accuracy
• Proficiency in Microsoft Office Suite

Benefits

• 401(k) and Cash Balance Plan
• 60% of Employee Only Health, Dental, and Vision Insurance paid, eligible on date of hire
• $10,000 Life Insurance coverage with the option to purchase additional coverage
• Paid Holidays – PDG follows the NYSE Holiday Schedule
• Paid Time Off. You will have 15 days of PTO (pro-rated in the first year), plus you will earn one additional day for each employment anniversary, up to a maximum of 21 days
• Costco or Sam's Club membership
• Charitable Contributions matched up to $100 annually (amount subject to change)

How to Apply

Please send your resume to brad@pensiondesigngroup.com

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