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Retirement Plan Administrator

Pinnacle Plan Design

in Telecommute / Tucson AZ

Logo for Pinnacle Plan Design

Pinnacle Plan Design, LLC is growing and is seeking to add experienced Defined Contribution and Defined Benefit Retirement Plan Administrators to our team!  The position includes performing annual administration for defined contribution and/or defined benefit plans. 

Primary Responsibilities

  • Preparation and review of annual reporting and use of judgement required on qualified defined contribution and/or defined benefit plans for review including:
    • Review and Interpret the plan document specifications and apply to the employee/participant
    • Prepare optimum contribution allocation;
    • Review Reconciled trust accounts to plan accounts;
    • Perform non-discrimination testing (combined plan where applicable);
    • Calculate minimum required contribution, maximum deductible and recommended contribution for the DB plan;
    • Calculate maximum benefits (415(b)) as needed;
    • Prepare IRS Forms 5558, 5330, and 5500 (including Schedule SB) and, from time to time, Forms 5307 and 5310, and PBGC Forms;
    • Calculate required minimum distributions;
    • Prepare excel testing and contribution file for comparison to pension software file output;
    • Identify highly compensated and key employees and assure minimum allocations to non-highly compensated and non-key employees are met.
    • Review distribution and loan disclosures and paperwork based upon plan provisions
    • Utilize and maintain database fields tracking plan provisions, contact info, receipt of client data, and updated client information
    • Prepare Plan Termination submission as applicable (i.e., PBGC, IRS)
    • Review draft amendments and plan documents
  • Communicate with client, accountant, attorney and investment advisor on plan related issues.  Develop relationships with clients to establish long-term working relationships;
  • Maintain responsibility of client caseload management;
  • Track data received and not received and follow up with related parties to receive data;
  • Review of participant disclosures and notifications;
  • Identify potential plan redesign opportunities, potential prohibited transactions;
  • Train others, as needed;
  • Review and make decisions on client invoicing;
  • Other duties as assigned.

Knowledge, Skills and Abilities

  • Knowledge of IRS/ERISA regulations and funding methods;
  • Proficient in using Microsoft Office products and other technology to complete tasks. DATAIR experience helpful
  • Professional designation (such as ASPPA, NIPA, EA) required;
  • Demonstrated ability to determine benefits and benefit limitations, determine required funding, prepare actuarial valuations and perform non-discrimination testing (with heavy emphasis on combined plan testing);
  • Demonstrated ability to multi-task, meet deadlines, and work in a fast-paced environment to create high-quality products and solutions;
  • Demonstrated technical knowledge and interpersonal communication skills needed to effectively and diplomatically review others’ work;
  • Demonstrated ability and willingness to take full responsibility for assigned client plans, completing work in a timely manner, communicating with clients, collaborating with colleagues, and proactively resolving issues;
  • Demonstrated ability to analyze situations and attend to detail to ensure quality

Education and Experience Requirement

  • A High School Diploma or GED required; Bachelor’s degree strongly preferred;
  • Professional designation (such as ASPPA, NIPA) required (example QKA, QPA, CPC, APA, EA, ERPA);
  • Minimum 5 years’ experience in third party administration 
    • Defined contribution plan administration and/or
    • Defined benefit plan administration

How to Apply

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