Job Description Job Description About UsThe SD Cooper Company is a nationally recognized leader in Rollover for Business Startups (ROBS) and ERISA compliance services. We help entrepreneurs use their retirement funds to start or buy a business by establishing compliant retirement plans. Our team is expanding, and we are seeking a detail-oriented Pension Administrator to support our growing client base and maintain our high standards of regulatory compliance and customer service. Position SummaryAs a Pension Administrator, you will be responsible for the ongoing compliance, administration, and reporting of qualified retirement plans under the ROBS program. You'll work with small business owners and internal team members to ensure timely and accurate plan maintenance, participant reporting, and ERISA documentation.VERY IMPORTANT BEFORE APPLYING:YOU MUST HAVE EXPERIENCE WITH CALCAIR PENSION ADMINISTRATION SOFTWARE. IF YOU DO NOT HAVE PROVEN EXPERIENCE WITH CALCAIR THEN DO NOT APPLY- YOU WILL BE AUTOMATICALY REJECTED. WE WILL LOOK FOR DEMONSTRATED EXPERIENCE IN YOUR RESUME AND WE WILL CONTACT REFERENCES. A CALCAIR SKILLS EXAM WITH A SATISFACTORY SCORE WILL ALSO BE REQUIRED. Key Responsibilities Use CalcAir (formerly Datair) and eFast for federal tax filings and form submissionsPrepare and file annual IRS Form 5500-series returns and related schedulesMaintain and update plan documents and adoption agreementsTrack plan activity, contributions, distributions, and ownership percentagesMonitor eligibility, vesting, and nondiscrimination testingAdminister loans, rollovers, distributions, and RMDs per IRS/DOL rulesUtilize ACT! CRM; communicate with clients via phone/email/videoCollaborate with CPAs, advisors, and internal staff Qualifications FIRM REQUIREMENT: CalcAir (Datair) experience REQUIRED IF YOU DO NOT HAVE CALCAIR EXPERIENCE, DO NOT APPLY 2+ years in retirement plan (TPA) administration preferredKnowledge of 401(k), profit-sharing, and ROBS plans is a plusASSPA certification or progress towards it is a plusProficiency in Office 365, Adobe, Zoom/MeetStrong organizational and communication skillsExperience with 5500, 1099-R, 945, 8955-SSA forms
Not specified in the original listing.
Not specified in the original listing.
