Retirement Plan Administrator
About the role
Are you an experienced retirement plan professional looking for a company where your expertise is valued, your ideas are heard, and your career can continue to grow? The Pension Design Group (PDG) is a growing Third-Party Administration (TPA) firm specializing in Defined Contribution and Cash Balance retirement plans. As our firm continues to expand, we're looking for an experienced Retirement Plan Administrator who enjoys solving complex challenges, building strong client relationships, and making a meaningful impact. If you're passionate about retirement plan administration and want to be part of a collaborative, supportive team that values quality, innovation, and exceptional client service, we'd love to talk with you.
Responsibilities
- Managing a book of Defined Contribution retirement plans
- Performing annual compliance testing and consulting on plan compliance
- Preparing trust accounting, reconciliations, and annual valuation reports
- Preparing and reviewing Form 5500 filings
- Assisting with plan document amendments and operational compliance
- Building and maintaining strong relationships with clients, advisors, and CPAs
- Staying current on ERISA, IRS, and DOL regulations and industry best practices
Qualifications
We're seeking someone who is organized, detail-oriented, and committed to delivering exceptional client service.
- Three or more years of Defined Contribution retirement plan administration experience
- Experience working with FT William and/or Datair software (preferred but not required)
- Strong analytical, organizational, and problem-solving abilities
- Excellent written and verbal communication skills
- Ability to manage multiple priorities while maintaining a high level of accuracy
- Proficiency with Microsoft Office Suite
Benefits
- Competitive compensation based on experience
- 401(k) and Cash Balance retirement plans
- Medical, dental, and vision insurance with 60% of employee-only premiums paid by PDG, effective on your first day of employment
- $10,000 employer-paid life insurance, with options to purchase additional coverage
- Paid holidays following the NYSE holiday schedule
- Generous paid time off starting at 15 days, with an additional PTO day earned each employment anniversary (up to 21 days)
- Complimentary Costco or Sam's Club membership
- Charitable donation matching up to $100 annually
- A collaborative, supportive