Combo Retirement Plan Administrator, (KGA)
About The Position
Karel-Gordon & Associates is looking for an experienced Retirement Combo Plan Administrator. This full-time, fully remote role involves complete (A-Z) administration of a book of DB/DC combo retirement plans. You’ll work closely with in-house actuaries, maintain client relationships, and contribute to a collaborative, growth-oriented environment. KGA has been in business for almost 50 years and is looking for the right people to join their team as they continue steady long-term growth. We’re looking for candidates with integrity, attention to detail, and a genuine passion for helping clients achieve their retirement goals. Our team values flexibility, teamwork, and long-term professional growth. PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States. We are committed to supporting a flexible work environment and welcome candidates from all U.S. time zones.
Requirements
- 3-5 years of DB and DC retirement plan administration experience, preferably in a TPA environment.
- Proven ability to accurately and efficiently perform valuation and trust accounting/asset reconciliation work.
- Strong knowledge of IRS and DOL regulations, requirements, and filings.
- Ability to analyze plan documents and recommend plan design or compliance updates.
- Strong organizational skills with the ability to work independently and manage multiple priorities.
- Proficiency in Microsoft Excel, Word, and Outlook.
- Excellent written and verbal communication skills.
- Ability to maintain confidentiality and demonstrate professionalism at all times.
Nice To Haves
- Working knowledge of the Datair system preferred.
Responsibilities
- Independently manage full-cycle administration for approximately a book of small DB/DC combo plans.
- Interpret and communicate actuarial valuation results and issues with actuaries and clients.
- Prepare annual valuation packages, including valuation reports, funding notices, certifications, IRS Forms 5500, 5330, 8955-SSA, and PBGC premium filings.
- Conduct and review annual nondiscrimination testing for DB, Cash Balance, and combo plans (e.g., 410(b), 401(a)(4), 401(a)(26), gateway testing).
- Design and update plan provisions for existing and prospective clients.
- Calculate projections, contributions, and participant distributions; review related forms and documentation.
- Review and ensure accuracy of all reports, disclosures, filings, and communications sent to clients or government agencies.
- Research and resolve technical or regulatory issues.
- Maintain proactive, client-focused communication and provide guidance on compliance requirements.
- Participate in continuing education (e.g., webcasts, ASPPA exams).
- Other duties as assigned.
Benefits
- Flexible Workplace – Hybrid and remote options available for many roles.
- Unlimited PTO – Competitive paid time off, including flexible & unlimited options.
- Inclusive Environment – A culture that values diversity, collaboration, and respect.
- Growth Opportunities – Support for ongoing learning and career development.
- Comprehensive Benefits – Health, dental, vision, life, and disability coverage.
- Workplace Perks – Incentive bonus programs, flexible hours, & more.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
51-100 employees
