Retirement Combo Plan Administrator

Position Summary Heritage Pension Advisors, Inc. is seeking an experienced Retirement Combo Plan Administrator to manage the full-cycle administration (A–Z) of a book of small DB/DC combo retirement plans. In this fully remote role, you will collaborate closely with our in-house actuaries, maintain strong client relationships, and contribute to a supportive, growth-oriented environment. We value integrity, attention to detail, and a genuine passion for helping clients achieve their retirement goals. Our culture emphasizes flexibility, teamwork, and long-term professional development. Location This position is 100% remote and open to candidates in any U.S. time zone. Key Responsibilities - Independently manage full-cycle administration for a book of small Defined Benefit/Defined Contribution combo plans. - Interpret actuarial valuation results and communicate findings with actuaries and clients. - Prepare annual valuation packages, including valuation reports, funding notices, certifications, and IRS Forms 5500, 5330, 8955-SSA , and PBGC premium filings . - Conduct and review nondiscrimination testing for DB, Cash Balance, and combo plans (e.g., 410(b), 401(a)(4), 401(a)(26), gateway testing ). - Design and update plan provisions for existing and prospective clients. - Calculate projections, contributions, and participant distributions; review corresponding forms and documentation. - Review all reports, filings, disclosures, and communications for accuracy before delivery to clients or agencies. - Research and resolve technical, regulatory, or compliance issues. - Deliver proactive, client-focused communication and guidance. - Participate in continuing education, such as webcasts and ASPPA exams. - Perform additional duties as assigned. Qualifications - 3–5 years of DB and DC plan administration experience, ideally within a TPA environment. - Experience with Datair software preferred. - Demonstrated ability to perform accurate valuation and trust accounting/asset reconciliation work. - Strong understanding of IRS and DOL regulations and related filings. - Ability to analyze plan documents and recommend design or compliance revisions. - Strong organizational skills; able to work independently and manage multiple priorities. - Proficiency with Microsoft Excel, Word, and Outlook . - Excellent written and verbal communication skills. - Ability to maintain confidentiality and professional conduct at all times. Pay Transparency Statement Anticipated Salary Range: $70,000–$95,000 annually. Actual compensation will be based on job-related skills, experience, education, and certifications. Heritage Pension Advisors, Inc. provides a comprehensive total compensation package, including base pay and a full benefits program. Apply tot his job