Pension Administrator

Job Description

Job Description

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.

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.

• Use Calc Air (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

• FIRM REQUIREMENT: Calc Air (Datair) experience REQUIRED
• 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