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Defined Contribution Manager

KB Pension Services

in Remote / Bradenton FL

KB Pension Services is looking for a Defined Contribution Manager to utilize their technical knowledge and experience to mentor, lead, and train team members in all aspects of the business including but not limited to the annual administration of a caseload including census and asset reconciliation, contribution allocations, non-discrimination testing, valuation reporting, distributions, Form 5500, and communication.

We offer candidates both remote and onsite opportunities located on the sunny west coast of Florida with beautiful beaches and a community rich in the arts. KB Pension Services was founded in 1997 and has both local and remote employees nationwide. Your growth fuels ours. With that in mind, we promote continuing education and internal opportunity for advancement.

Why choose KB Pension Services?  We offer a benefits plan that includes one medical option at no cost to employees! We also offer dental, vision, 401(k) plan, flexible spending accounts, life insurance, LTD, and AD&D. 16 days of PTO and 10 paid holidays.

The day to day:

• Reviews work prepared by staff for technical accuracy, provides feedback, and correction as needed.
• Contributes to the success of the team by onboarding, training, and upskilling of new hires while providing ongoing mentorship for current team members.
• Leads trainings focused on knowledge sharing, internal policies and procedures, industry related changes in ERISA, and IRS Code changes.
• Monitors team productivity, including but not limited to generating and reviewing reports.
• Partners with clients to proactively resolve escalated matters.
• Consults and assists with plan design for team plans.
• Knowledgeable and able to perform general plan accounting and administration including, but not limited to:
  • Calculation of contributions, loan amounts and payments, and distributions.
  • Monitoring of deposits, eligibility, and vesting.
  • Preparation of plan valuation, government forms, and plan documents.

What we’re looking for:

• 7+ years of comprehensive experience in pension administration and ERISA compliance
• Advanced knowledge of Excel including regular use of formulas, PivotTables, and VLOOKUPs.
• Proven reconciliation and trust accounting skills.
• Excellent organizational skills and time management skills.
• Ability to read and understand plan documents and investment statements.

Nice to have:

• Experience using Relius Administration and Pension Pal.

KB Pension Services is an Equal Opportunity Employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, sex (including pregnancy and gender identity), national origin, sexual orientation, marital status, disability, genetic information, age, parental status, military service, or other non-merit factors. 

We respect each of our employees’ unique abilities and are committed to offering an environment that does not tolerate discrimination or harassment based off any of these characteristics.

How to Apply

To apply, visit our career portal and submit your resume. You may also email Lori Leutwyler at LLeutwyler@kbgrp.com.

Apply Now

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