Sr. Combo Retirement Plan Administrator, (BEI)
About The Position
Benefit Equity Inc., (BEI) is seeking a detail-oriented and client-focused Sr. Combo Retirement Plan Administrator to manage a block of Defined Benefit and Defined Contribution plans. In this role, you will serve as the primary point of contact for your clients, providing technical ERISA guidance, delivering high-quality service, and overseeing all aspects of plan administration, annual testing, & compliance. This is an excellent opportunity for a seasoned retirement professional who enjoys building strong client relationships, solving complex problems, and contributing to the operational excellence of a small, collaborative team. The ideal candidate thrives in a consultative environment and takes pride in helping clients maintain compliant, well-run retirement plans. PLEASE NOTE: This is a fully remote position and can be performed from anywhere within the United States; however, due to the primary locations of our partners and clients, preference will be given to local candidates able to work on a hybrid model.
Requirements
- 10+ years of ERISA experience in the retirement industry.
- Strong financial analysis skills.
- Proficiency in Word, Excel, and Outlook.
- Excellent written and verbal communication skills.
- Strong analytical, organizational, and problem-solving abilities with high attention to detail.
- Ability to prioritize and manage multiple deadlines while supporting ERISA compliance requirements.
- Ability to plan, delegate, and oversee work performed by support staff.
Nice To Haves
- Bachelor’s degree preferred.
- Experience with ASC, FTWilliam, and PensionPro preferred.
Responsibilities
- Deliver exceptional client service with strong problem-solving and critical-thinking skills.
- Communicate clearly and professionally in both written and verbal formats.
- Provide ongoing plan design guidance and ensure clients meet IRS and DOL compliance deadlines.
- Maintain current knowledge of ERISA regulations and legislative changes.
- Oversee all aspects of annual valuations, participant statements, and compliance testing for approximately 70–100 plans (subject to change).
- Perform or review annual nondiscrimination and compliance tests, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), deductibility, 401(a)(26), and 402(g).
- Review and coordinate processing of distributions and loans with asset holders.
- Prepare or review Form 5500 filings and work with plan sponsors to ensure timely submission.
- Support external auditors and assist with IRS or DOL audits as needed.
- Collaborate with Actuaries and Sales Consultants on DB/CB plans and combination plan arrangements, providing necessary data and communicating results to clients.
- Coordinate conversions for new clients, working with internal and external parties to ensure accuracy.
- Partner with support staff to facilitate timely and accurate completion of plan administration tasks.
- Safeguard all confidential client and company information in compliance with data-security standards.
- Lead project teams and provide training or technical support to junior staff and peers.
- Perform 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
Number of Employees
51-100 employees
