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

WCtZU0EwWWFGQkVQMkdoZ29iVGtsSkdkL2c9PQ==
  • 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

SynergisticIT

Junior/Entry Level Data Engineer Job at SynergisticIT

Synergisticit Job Opportunity Since 2010 Synergisticit has helped jobseekers get employed in the tech job market by providing candidates the requisite skills, experience, and technical competence to outperform at interviews and clients. Here at SynergisticIT we just...

Christina School District

CTE - Computer Science and Digital Design Teacher Job at Christina School District

CTE - Computer Science and Digital Design Teacher Join to apply for the CTE - Computer Science and Digital Design Teacher role at Christina School DistrictCOMPUTER SCIENCE AND DIGITAL DESIGN TEACHERTerms of Employment: 10-Month, Full-TimeReports to: PrincipalSalary:... 

Mérieux NutriSciences - North America

Microbiology Technician Job at Mérieux NutriSciences - North America

 ...opportunities, and to grow in an entrepreneurial and warm environment, join us! YOUR DAY TO DAY LIFE We are looking for a Microbiology Technician in 3688 Kinsman BLVD, Madison, WI 53704 USA. Your mission will be to: Purpose (Objective):The incumbent prepares... 

PepsiCo, Inc.

Warehouse Person (Loader) - Nights Job at PepsiCo, Inc.

 ...PepsiCo, Inc. - JobID: 5001119018106 [Material Handler / Freight Handler] As a Warehouse Person at PepsiCo, you'll: Drive power pallet jack or forklift to picking area and build pallet/load according to load sheet or voice pick audio equipment; Mark load ticket for out... 

Next Door & Window - Burr Ridge

Costco Brand Promoter Job at Next Door & Window - Burr Ridge

Job Description Job Description Brand Ambassador Huge Earning Potential!!! Earn As Much As $550+ Each Week in Addition to Your Hourly Pay! Join the Next Door & Window Team: Your Path to Success Starts Here!$500 Signing Bonus! Are You a People-person Who Thrives...