DC/DB Combo Plan Administrator – Account Manager jobs in United States
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CPS, Inc. · 23 hours ago

DC/DB Combo Plan Administrator – Account Manager

positionUnited States
timeFull-time
remoteRemote
seniorityMid Level
money$70K/yr - $90K/yr

CPS, Inc. is a leading retirement plan administration provider dedicated to helping clients navigate the complexities of defined contribution and defined benefit Combo retirement plans. The role involves overseeing the administration of both types of retirement plans, ensuring compliance with regulations and collaborating with actuaries for seamless operations.

Recruiting
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H1B Sponsor Likelynote
Hiring Manager
Steve Anderson
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Responsibilities

Ensure plans adhere to IRS and ERISA regulations
Prepare and file the required forms, such as Form 5500 and Form 1099-R
Monitor plan contribution limits and perform necessary testing (ADP/ACP, 410(b), etc.)
Review plan documents/SPD’s to consult with plan sponsors as needed
Collaborate with actuaries to ensure seamless plan administration
Benefit calculation, actuarial valuation, and nondiscrimination testing of DB plan experience not required

Qualification

DC/DB Combo PlansIRS RegulationsERISA ComplianceForm 5500 PreparationActuarial CollaborationClient ConsultationDetail-oriented

Required

Skilled and detail-oriented DC/DB Combo Plan Administrator
Ensure plans adhere to IRS and ERISA regulations
Prepare and file the required forms, such as Form 5500 and Form 1099-R
Monitor plan contribution limits and perform necessary testing (ADP/ACP, 410(b), etc.)
Review plan documents/SPD's to consult with plan sponsors as needed
Collaborate with actuaries to ensure seamless plan administration

Preferred

Benefit calculation, actuarial valuation, and nondiscrimination testing of DB plan experience not required

Company

CPS, Inc.

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CPS, inc., a national full-service professional staffing firm providing permanent placement in the areas of accounting, finance, and more.
dateFounded in 1973
location
Westchester, Illinois, USA
people-size51-200 employees
web-link
http://www.cps4jobs.com/

H1B Sponsorship

CPS, Inc. has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (7)

Funding

Current Stage
Growth Stage

Leadership Team

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Jim Clark
Partner
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Kristine (Major) O’Sullivan
Partner/Sr. Division Manager
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Recent News

GlobalFinTechSeries
CLPS Incorporation Develops Quantitative Trading System for Retail Investors, Expanding Investment Opportunities
2023-07-05
Company data provided by crunchbase