The SD Cooper Company
Job Description
Job Description
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. Youll work with small business owners and internal team members to ensure timely and accurate plan maintenance, participant reporting, and ERISA documentation.
VERY IMPORTANT BEFORE APPLYING
:
YOU
MUST HAVE EXPERIENCE WITH CALCAIR
PENSION ADMINISTRATION SOFTWARE. IF YOU DO NOT HAVE PROVEN EXPERIENCE WITH CALCAIR THEN DO NOT APPLY- YOU WILL BE AUTOMATICALY REJECTED. WE WILL LOOK FOR DEMONSTRATED EXPERIENCE IN YOUR RESUME AND WE WILL CONTACT REFERENCES. A CALCAIR SKILLS EXAM WITH A SATISFACTORY SCORE WILL ALSO BE REQUIRED.
Key Responsibilities
Use
CalcAir
(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 Qualifications
FIRM REQUIREMENT:
CalcAir (Datair) experience
REQUIRED IF YOU DO NOT HAVE CALCAIR EXPERIENCE, DO NOT APPLY
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
This is a remote position.
Job Description
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. Youll work with small business owners and internal team members to ensure timely and accurate plan maintenance, participant reporting, and ERISA documentation.
VERY IMPORTANT BEFORE APPLYING
:
YOU
MUST HAVE EXPERIENCE WITH CALCAIR
PENSION ADMINISTRATION SOFTWARE. IF YOU DO NOT HAVE PROVEN EXPERIENCE WITH CALCAIR THEN DO NOT APPLY- YOU WILL BE AUTOMATICALY REJECTED. WE WILL LOOK FOR DEMONSTRATED EXPERIENCE IN YOUR RESUME AND WE WILL CONTACT REFERENCES. A CALCAIR SKILLS EXAM WITH A SATISFACTORY SCORE WILL ALSO BE REQUIRED.
Key Responsibilities
Use
CalcAir
(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 Qualifications
FIRM REQUIREMENT:
CalcAir (Datair) experience
REQUIRED IF YOU DO NOT HAVE CALCAIR EXPERIENCE, DO NOT APPLY
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
This is a remote position.