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Defined Benefit (DB) Plan Administrator

CEP Consultants Inc.

in Remote

Logo for CEP Consultants Inc.

We are seeking an experienced Defined Benefit Plan Administrator. 

The ideal candidate will have the following responsibilities:

  • Develop and maintain strong client relationships across many different industries with varying levels of benefit/financial experience.
  • Assist clients with plan design support.
  • Maintain detailed knowledge of ERISA, the Internal Revenue Code and related regulations.
  • Review and interpret plan documents, amendments, notices and summary plan descriptions.
  • Responsible for all aspects of DB plan administration:
    • Reconcile participant census and determine eligible, key and highly compensated employees
    • Perform annual valuations and determine IRS minimum and maximum contributions
    • Coordinate funding with client
    • Prepare valuation reports
    • Prepare participant statements
    • Prepare AFTAP certification, Schedule SB and PBGC filings for actuary signature
    • Assist with preparation of Form 5500 filings
    • Coordinate annual PBGC filings
    • Prepare annual funding notice
    • Perform benefit calculations and prepare distribution paperwork
    • Perform annual IRS nondiscrimination testing, including aggregated testing with DC plans
    • Respond to auditor inquiries if plan is subject to annual audit
    • Assist in performance of plan termination filings including filing with IRS and PBGC, if applicable

Education, Skills and Experience:

  • 3+ years of Defined Benefit Plan consulting experience.
  • Intermediate to advanced knowledge of Microsoft Office.
  • Familiarity with Datair and PensionPro Software.
  • Problem solving capabilities necessary to accomplish the duties and tasks of the position.
  • Organized, self‐motivated, excellent time management and ability to work in a fast‐paced environment to meet deadlines while maintaining a strong attention to detail.

Our Company:

CEP Consultants, Inc. is a national service provider developing custom solutions for qualified and non-qualified retirement plans.  For over 50 years, our founder and team of experts has provided and executed well-designed strategies enabling our clients to accomplish their retirement plan goals while saving time and money.

Our services include (but are not limited to): Third party administrator services, Daily recordkeeping services, Plan document services, Actuarial services for defined benefit and cash balance plans, Custom plan design, and Complex consultation

How to Apply

To apply, please email your cover letter and/or resume to info@cepconsultantsinc.com


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