Pension Administrator

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

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.