View All Jobs

---

Retirement Combo Plan Administrator

Heritage Pension Advisors, Inc.

(Remote / Commack NY)

Position Summary

Heritage Pension Advisors, Inc. is seeking an experienced Retirement Combo Plan Administrator to manage the full-cycle administration (A–Z) of a book of small DB/DC combo retirement plans. In this fully remote role, you will collaborate closely with our in-house actuaries, maintain strong client relationships, and contribute to a supportive, growth-oriented environment.
We value integrity, attention to detail, and a genuine passion for helping clients achieve their retirement goals. Our culture emphasizes flexibility, teamwork, and long-term professional development.

Location

This position is 100% remote and open to candidates in any U.S. time zone.

---

Key Responsibilities

• Independently manage full-cycle administration for a book of small Defined Benefit/Defined Contribution combo plans.
• Interpret actuarial valuation results and communicate findings with actuaries and clients.
• Prepare annual valuation packages, including valuation reports, funding notices, certifications, and IRS Forms 5500, 5330, 8955-SSA, and PBGC premium filings.
• Conduct and review nondiscrimination testing for DB, Cash Balance, and combo plans (e.g., 410(b), 401(a)(4), 401(a)(26), gateway testing).
• Design and update plan provisions for existing and prospective clients.
• Calculate projections, contributions, and participant distributions; review corresponding forms and documentation.
• Review all reports, filings, disclosures, and communications for accuracy before delivery to clients or agencies.
• Research and resolve technical, regulatory, or compliance issues.
• Deliver proactive, client-focused communication and guidance.
• Participate in continuing education, such as webcasts and ASPPA exams.
• Perform additional duties as assigned.

---

Qualifications

• 3–5 years of DB and DC plan administration experience, ideally within a TPA environment.
• Experience with Datair software preferred.
• Demonstrated ability to perform accurate valuation and trust accounting/asset reconciliation work.
• Strong understanding of IRS and DOL regulations and related filings.
• Ability to analyze plan documents and recommend design or compliance revisions.
• Strong organizational skills; able to work independently and manage multiple priorities.
• Proficiency with Microsoft Excel, Word, and Outlook.
• Excellent written and verbal communication skills.
• Ability to maintain confidentiality and professional conduct at all times.

---

Pay Transparency Statement

Anticipated Salary Range: $70,000–$95,000 annually.
Actual compensation will be based on job-related skills, experience, education, and certifications. Heritage Pension Advisors, Inc. provides a comprehensive total compensation package, including base pay and a full benefits program.

How to Apply

Please e-mail SMullady@HeritagePension.com

---

A Verified Employer
Heritage Pension Advisors, Inc. has trusted BenefitsLink to help reach qualified candidates for this opening.

View All Jobs

---

Manage This Listing (employer only)