Job Description
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.
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
- QualificationsFIRM REQUIREMENT: CalcAir (Datair) experience REQUIREDIF YOU DO NOT HAVE CALCAIR EXPERIENCE, DO NOT APPLY2+ years in retirement plan (TPA) administration preferred
- Knowledge of 401(k), profit-sharing, and ROBS plans is a plusASSPA certification or progress towards it is a plus
- Proficiency in Office 365, Adobe, Zoom/MeetStrong organizational and communication skills
- Experience with 5500, 1099-R, 945, 8955-SSA forms
