Defined Benefit Plan Administrator


Responsibilities to include:

  • Interpretation of actuarial valuations
  • Government reporting preparation
  • Interpreting benefit calculations and distribution form preparation
  • Partnership & sole proprietor net income calculations
  • PBGC premium and plan termination form preparation
  • Trust Accounting
  • Compliance and discrimination testing
  • HCE/Key employee determination
  • Consulting to optimize plan to meet Plan Sponsor's goals
  • Ongoing client communication

Qualifications include:
  • Bachelor's degree or commensurate work experience
  • 5 to 7 years of experience working with defined benefit plans
  • Must be knowledgeable of ERISA, IRS and DOL rules & regulations
  • Experience completing all required testing including: 415 limits, 416(c) Top Heavy, 410(b) Coverage, 414(s), 401(a)(26) participation, and 401(a)(4) Nondiscrimination Testing
  • Experience with trust reconciliation and completion of governmental forms (5500 & related schedules, 5330, PBGC premium forms)
  • Excellent verbal and written skills
  • Excellent interpersonal skills with the ability to interact effectively with all levels of colleagues, vendors, and clients
  • Excellent analytical skills with attention to detail and high level of accuracy
  • Excellent organizational and time management skills
  • Strong knowledge of Microsoft Office (e.g., Excel, Word)
  • QPA or APA designation a plus



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