Pension Administrator Job at The SD Cooper Company, Fenton, MO

UDE2OXVLY04wUmxobk5DSFhBanZ6VXJjZUE9PQ==
  • The SD Cooper Company
  • Fenton, MO

Job Description

Job Description

Job Description

About Us
The 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 Summary
As 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 submissions
  • Prepare and file annual IRS Form 5500-series returns and related schedules
  • Maintain and update plan documents and adoption agreements
  • Track plan activity, contributions, distributions, and ownership percentages
  • Monitor eligibility, vesting, and nondiscrimination testing
  • Administer loans, rollovers, distributions, and RMDs per IRS/DOL rules
  • Utilize ACT! CRM; communicate with clients via phone/email/video
  • Collaborate 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 preferred
  • Knowledge of 401(k), profit-sharing, and ROBS plans is a plus
  • ASSPA certification or progress towards it is a plus
  • Proficiency in Office 365, Adobe, Zoom/Meet
  • Strong organizational and communication skills
  • Experience with 5500, 1099-R, 945, 8955-SSA forms

Job Tags

Work at office

Similar Jobs

T.H.E. Corporation

Truck & Trailer Mechanic Job at T.H.E. Corporation

 ...operating safe, dependable equipment and supporting the hardworking people behind it. We are currently seeking an experienced Truck & Trailer Mechanic to join our Chicago-area maintenance team. This position plays a critical role in keeping our fleet of tanker trucks,... 

Camping World

Title Clerk Job at Camping World

Camping World - - Responsibilities: Process vehicle title acquisitions; Record and maintain inventory in IDS; Handle lien payoffs and title transfers; Ensure timely titling/registrations; Maintain DMV-compliant documents

The Witmer Group

Masonry Construction General Laborer Job at The Witmer Group

 ...General Laborer Are you motivated and hardworking, with interest in launching a career in masonry construction? The Witmer Group is seeking individuals like you to join our team as a general laborer. No prior experience is necessary - paid training provided! What we... 

Care.com

Babysitter Job at Care.com

North Granby family needs an after school caregiver for 3 kids ages 6, 8 and 10. Additionally looking for help with kid laundry and meal prep. Kids get home around 4:00 on the bus, looking for someone from 3:00-5:00 Mon-Thur. Our kids are outgoing and pretty easy ...

Carle Health

Surgical Assistant - OR Job at Carle Health

Overview: The Surgical Assistant functions as an integral part of the perioperative team as the assistant to the surgeon. Functions when required as the first or second surgical technician or second circulator under the direct supervision of the RN. Were seeking a...