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DB / DC Plan Administrator (3+yrs Cash Balance exp)

Ingham Retirement Group

in Miami FL / Telecommute


Serve as a resource to plan sponsors and financial advisors for matters related to defined benefit (DB) and defined contribution (DC) plan compliance and governmental reporting. Use experience and knowledge to serve as a resource to internal associates. Defined benefit plans will include Cash Balance plans, as well as traditional DB plans.  This position serves as the retirement plan expert on DB and DC plans on testing, 5500, loans and distributions and understands plan provisions and can assist on plan operation.

 Job Functions, Essential Duties and Responsibilities

  • Provide superior customer service, including problem solving with minimal inconvenience to clients
  • Provide effective and timely verbal and written communications in a clear, concise and informative written manner
  • Assist the client with all initial and ongoing plan questions
  • Assist the client in meeting all IRS and Department of Labor deadlines necessary for qualified retirement plan
  • Maintain up-to date knowledge of present legislation and proposed legislative changes with regard to ERISA law through self-study and company-sponsored training sessions
  • Responsible for all aspects of actuarial valuation reports, participant statements, Annual Funding Notice, and AFTAP preparation
  • Review or perform, as needed, the annual testing for plans, including Top Heavy, 410(b), 415, 401(a)(26), and deductibility
  • Prepare benefit calculations and review distribution paperwork
  • Review loan paperwork and coordinate processing of loans with asset holder
  • Review or prepare Form 5500, draft Schedule SB for actuary, and coordinate with plan sponsor to help ensure timely filing
  • Review or prepare annual PBGC premium filings
  • Assist in preparation of PBGC termination filings
  • Assist auditors if a plan is subject to an annual audit
  • As applicable, work with the Chief Actuary, or independently to coordinate and oversee activities that will ensure timely and accurate completion of a large book of business
  • Responsible for protecting, securing, and proper handling of all confidential data held by Ingham Retirement Group to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to  our clients
  • Our core values of integrity, transparency, fairness, professionalism, quality and personal growth should be visible in your actions on a day-to-day basis showing your support of our organizational culture
  • Assist with other tasks and projects as assigned

 Experience, Skills, Knowledge Requirements

  • Bachelor’s degree required. Math, economics, actuarial sciences or related degree preferred.
  • A minimum of 5 years of experience as an ERISA DB and DC plan administrator, including at least 3 years of cash balance plan experience
  • Experience in analysis of financial data required
  • QPA, QKA or at least 2 actuarial exams preferred
  • Experience in Relius and DATAIR software required
  • Experience in ProVal and FT Williams software preferred
  • Strong Word, Excel, and Outlook skills
  • Strong written and oral communication skills
  • Strong analytical and problem solving skills
  • Strong attention to detail and the ability to prioritize, manage tasks and meet in connection with business operations, including related ERISA compliance matters

Compensation in line with capabilities

We are proud to be an Equal Opportunity Employer.

What makes working at Ingham Retirement Group so rewarding?

  • Generous PTO (Paid Time Off) Policy
  • Healthy Work-Life Balance
  • Medical, Dental & Vision Benefits
  • 401(K) Plan Participation
  • Stimulating Working Environment
  • Professional Development Encouraged
  • Business Casual Dress
  • Company sponsored team building activities

How to Apply

Apply via email to :

Visit our web site.

This ad has been viewed 1045 times. It expires on 12/25/2017.

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