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DB/DC Retirement Plan Administrator

Scott Retirement Advisors, Inc.

(Remote)

Employment Type: Full Time

We are a TPA firm specializing in the 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 Overview

The Combo DB/DC Retirement Plan Administrator is responsible for the administration of an assigned caseload of qualified retirement plans, including Defined Benefit, Cash Balance, and 401(k) plans. This position ensures accurate plan administration and ongoing compliance with applicable regulatory requirements, working in coordination with actuarial and consulting professionals.

Key Responsibilities:

• Administer an assigned caseload of standalone and combination retirement plans and serve as the primary administrator for designated clients
• Interpret governing plan documents and apply plan provisions consistently throughout the plan year
• Ensure compliance with IRS and Department of Labor requirements
• Perform annual compliance testing, including nondiscrimination, contribution limit, and top-heavy testing
• Prepare and review trust accounting
• Coordinate the preparation and filing of Form 5500 and related schedules
• Collaborate with actuarial support for Defined Benefit and Cash Balance plan valuations and administration
• Provide administrative support related to qualified domestic relations orders (QDROs), as applicable

Qualifications:

• Bachelor’s degree or equivalent experience.
• Minimum 5 years of experience in retirement plan administration.
• Strong knowledge of ERISA, IRS, and DOL regulations.
• Proficiency in retirement plan software, preferably ASC, and Microsoft Office Suite.
• Experience administering Defined Benefit, Cash Balance, and 401(k) combination plans.
• Familiarity with regulatory compliance testing and reporting requirements

Remote Work Requirements: A distraction‑free workspace, reliable family care during business hours, and a minimum internet speed of 25 Mbps (higher if shared). Please ensure you can meet these requirements before applying.

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

How to Apply

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

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