Defined Contribution/Defined Benefit Administrator

Remote

Full Time

Retirement

Mid Level

Pollard & Associates (Pollard), a Strongpoint Partner, is seeking an experienced Defined Benefit / Defined Contribution (DB/DC) Plan Administrator. The Plan Administrator is responsible for overseeing a caseload of clients, primarily 410(k)/Cash Balance Combo plans. Day to day responsibilities include managing annual workflow/administrative deadlines, compliance testing, contribution calculations, preparing actuarial valuations for review, 401(k) plan reconciliation, government reporting, and responding to day-to-day client inquiries. This position will perform all levels of compliance testing and government reporting, and provide guidance to clients on plan design, contribution structure, and evolving legislative requirements. This is a great opportunity for a motivated candidate who wants to further their knowledge of qualified plan design, compliance and administration, and support all sides of a growing financial services firm. This individual must have strong project management skills, a high level of comfort with technology, and the personality to thrive in an entrepreneurial environment by being adaptable, creative, proactive, and eager to grow in this position as it evolves with the growth of the company.

Essential Job Duties:

Ability to perform A-Z administration and to independently manage a caseload of approximately 50 401(k) / Cash Balance clients of (exclusive of 401(k) loan & distribution processing & plan documents/amendments).
Understand and interpret elements of Defined Benefit / Cash Balance Plan actuarial valuation & be able to communicate issues to in-house actuaries and clients
Prepare and facilitate PBGC filings for covered Defined Benefit Plans
Maintain industry knowledge and share information with client and team members
Keep up to date with changing 401(k) & Defined Benefit Plan legislative requirements
Read and interpret legal plan documents and amendments
Discuss plan design changes and options with clients
Review and import census data and reconcile participant account data, including “receivable” contributions
Prepare 401(k) valuations/trust accounting/government reporting on an accrual basis.
Perform and understand ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) combo non-discrimination testing
Coordinate year-end valuation and government reporting, including asset reconciliation/Trust Accounting for plans maintained on recordkeeping platforms

Minimum Qualifications:

7+ years of retirement plan experience, but would consider less experience from the right motivated individual
Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
Knowledge of Defined Benefit / Cash Balance actuarial valuation reports & PBGC filing requirements
Knowledge of advanced cross-testing concepts and ability to perform testing to determine the most cost-effective solutions to meet nondiscrimination requirements
Ability to perform accrual-based trust accounting for Form 5500 purposes
Familiarity with cross-testing concepts
Familiarity with accrual based trust accounting for Form 5500 purposes
Proficiency in MS Office, including Word, Excel, Outlook
Experience with FT William & Datair preferred but not required
Ability to utilize and keep current CRM software
Organized individual able to set priorities, meet deadlines, and be detail-oriented
Exceptional approach to client service focusing on communications, timely solutions, and client needs
Team player, collaborative, able to work with and through others
Strong verbal and written communication skills internally and externally
Ability to work well under pressure with multiple priorities and deadlines
Excellent analytical and problem-solving skills; strong math and/or accounting skills
Ability to act with integrity, be proactive with client needs, seek to continuously improve service, constantly focus on professional growth and work collaboratively with the entire team

Preferred Qualifications:

ASPPA and/or NIPA credentials preferred, or willingness to work towards credentials

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