Retirement Plan Administrator

Summary

The Pension Design Group is a third-party administration firm specializing in Defined Contribution and Cash Balance retirement plans. The Retirement Plan Administrator will manage a portfolio of retirement plans, perform compliance and reporting activities, and serve as a trusted resource for clients, financial advisors, and CPAs.

Responsibilities

• Managing a book of Defined Contribution retirement plans
• Performing annual compliance testing and consulting on plan compliance
• Preparing trust accounting, reconciliations, and annual valuation reports
• Preparing and reviewing Form 5500 filings
• Assisting with plan document amendments and operational compliance
• Building and maintaining strong relationships with clients, advisors, and CPAs
• Staying current on ERISA, IRS, and DOL regulations and industry best practices

Skills

• Three or more years of Defined Contribution retirement plan administration experience
• Experience working with FT William and/or Datair software (preferred but not required)
• Strong analytical, organizational, and problem-solving abilities
• Excellent written and verbal communication skills
• Ability to manage multiple priorities while maintaining a high level of accuracy
• Proficiency with Microsoft Office Suite

Qualifications

Nice to Haves

• Three or more years of Defined Contribution retirement plan administration experience
• Experience working with FT William and/or Datair software (preferred but not required)
• Strong analytical, organizational, and problem-solving abilities
• Excellent written and verbal communication skills
• Ability to manage multiple priorities while maintaining a high level of accuracy
• Proficiency with Microsoft Office Suite

Benefits

• 401(k) and Cash Balance retirement plans
• Medical, dental, and vision insurance with 60% of employee-only premiums paid by PDG, effective on your first day of employment
• $10,000 employer-paid life insurance, with options to purchase additional coverage
• Paid holidays following the NYSE holiday schedule
• Generous paid time off starting at 15 days, with an additional PTO day earned each employment anniversary (up to 21 days)
• Complimentary Costco or Sam's Club membership
• Charitable donation matching up to $100 annually
• A collaborative, supportive team environment where your contributions matter
• Opportunities for continued professional growth and development within a growing organization