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.