Pension Administrator
Benefits:
• 100% Remote
• Paid Sick Leave
• Flexible schedule
• Paid time off
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.
Key Responsibilities
• Maintain and update plan documents and adoption agreements
• Track plan activity, contributions, distributions, and ownership percentages
• Prepare and file annual IRS Form 5500-series returns and related schedules
• 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
• Use CalcAir (formerly Datair) and eFast for filings and submissions
Qualifications
• 2+ years in retirement plan (TPA) administration preferred
• CalcAir (Datair) experience strongly 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
This is a remote position.
Apply Now
• 100% Remote
• Paid Sick Leave
• Flexible schedule
• Paid time off
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.
Key Responsibilities
• Maintain and update plan documents and adoption agreements
• Track plan activity, contributions, distributions, and ownership percentages
• Prepare and file annual IRS Form 5500-series returns and related schedules
• 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
• Use CalcAir (formerly Datair) and eFast for filings and submissions
Qualifications
• 2+ years in retirement plan (TPA) administration preferred
• CalcAir (Datair) experience strongly 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
This is a remote position.
Apply Now