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Plan Administrator, Defined Benefit & Cash Balance

The Pension Source

(Remote / Stuart FL / NY / TX / Hybrid)

Plan Administrator, Defined Benefit & Cash Balance

Stuart, FL or Abilene, TX (or remote for exceptional candidates)

Are you an experienced and “geeky” DB/CB Retirement Plan Administrator?  Do you have a “pension” for numbers?  Does digging into new regulations and/or administering complex retirement plans make you giddy? If the answer to any of these questions is “yes” or “Hmmm that sounds interesting”, then you need to explore this opportunity to join our team of retirement geeks at The Pension Source.

We are seeking a DB/CB Plan Administrator to support our office in Stuart, FL. As a key member of our team, you will play a critical role in delivering exceptional service to our clients and referral partners, guiding them through the retirement plan process from initial design to 5500 filing. The Pension Source combines the best of a “traditional” approach (humans answer our phones, not a 1-800 line!) with the latest technology to ensure our employees can excel in their work without being bogged down by mundane processes. Join us and help create the best work environment in the industry, as we believe that's the only way to deliver the best service to our clients and partners.

What Will You Do?

• Prepare and review annual plan valuation reports for defined benefit, cash balance and “combination” plans, interpreting and reviewing their plan documents and tracking/reviewing various pieces of data
• Analyze and review compliance and non-discrimination testing (e.g. 401(a)(4), 410(b), 414(s), 402(g), 415, etc.), and prepare and review IRS forms such as 5500s and more.
• Prepare minimum, recommended, and maximum contribution amounts for plan sponsors and explain the various impacts on the funding status of the respective plan(s)
• Serve as the point of contact for clients and provide them with high-quality, empathetic service. In addition, communicate with client’s CPAs and financial advisors
• Review plan document amendments and ensure all executed copies have been received
• Handle plan terminations from start to finish (including PBGC), including keeping clients and referral sources updated throughout the process
• Partner with our Business Development, Onboarding Specialist, and Actuary on DB/CB plan proposals
• Perform high level research on complex plan issues and technical guidance. Relay responses to clients and their financial team in a professional manner and provide follow-up as needed.

What Do You Bring to Us?

Core Values:

• Fanatical attention to detail - You sweat the small stuff.
• Problem solver, not simply a problem identifier - You can recognize a problem, come up with a potential solution, and take charge accordingly
• Teacher and a student of the industry - You love demonstrating your knowledge and constantly learning given how qualified plans are constantly evolving.
• Customer centric mindset - You put yourself in our client’s shoes and ensure they are receiving exceptional service. Our clients leave every interaction with a positive feeling
• Growth mindset with the ability to pivot - Encouraging experimentation, embracing failure as an opportunity for growth, and creating a culture of continuous learning.  

Background and experience:

• 2+ years of industry experience, with a preferred focus on administration of small (<100 participants) defined benefit and cash balance plans.
• Familiarity with industry-specific software such as Pension Pro, DATAIR, and ftwilliam preferred.
• ASPPA, NIPA, other industry credentials, or a strong desire to attain them.
• Proven experience in client and referral source interaction, confidently presenting, explaining, and discussing qualified plans.
• Demonstrated ability to handle multiple tasks with competing priorities while meet deadlines
• Excellent communication skills and ability to work in a team setting and independently

What Can We Offer You?

• Competitive base salary and bonus structure commensurate with experience and skills, with ample opportunities for career advancement.
• Employer-paid monthly premiums for health insurance, along with employee-paid options for dental, vision, and living benefits.
• Career and growth opportunities for team members looking to advance, with paid-for continuing education and conference attendance.
• Generous vacation and sick leave, starting with up to 16 days of paid time off in the first year and increasing with tenure.
• Paid holidays throughout the year.
• Non-elective profit-sharing plan.
• An environment that prioritizes work-life balance and minimizes "deadline mayhem."
• Continuity of employment, as we are committed to remaining independent and not being sold like other TPAs in the industry.

Where Will You Work?

• We prefer our administrators to be located near our Stuart, FL office or Abilene, TX office. Team members should be open to traveling to our Stuart office for training and special events. However, the position is open to exceptional remote candidates.

At The Pension Source, we recognize that our team members are our greatest asset, and we are dedicated to empowering you through professional development and a healthy work-life balance. We celebrate your success and are actively expanding internal growth opportunities, allowing you to build a rewarding career with us.

If you are passionate about retirement plan administration and ready to join us, we invite you to apply through our link below.

How to Apply

Apply Now

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