Retirement Plan Administrator

Are you passionate about retirement plan administration? Have experience working at a TPA servicing Defined Contribution/401(k) Plans? Familiar with Relius? If you answered yes, KB Pension Services has the perfect role for you!

About Us:

KB Pension Services, founded in 1997, is a leader in retirement plan administration with both local and remote employees nationwide. We are based on the sunny west coast of Florida, known for its beautiful beaches and vibrant arts community. We offer opportunities for both remote and onsite work.

Why KB Pension Services?

Comprehensive Benefits: Our benefits package includes a medical option at no cost to employees, along with dental, vision, a 401(k) plan, flexible spending accounts, life insurance, LTD, and AD&D. We also offer 10 days of PTO and 7 paid holidays.
Professional Growth: We support continuing education and internal advancement, helping you deepen your knowledge or prepare for leadership roles.
Collaborative Environment: Our teams engage in weekly staff meetings and ongoing training to ensure excellence in administration.

Key Responsibilities:

Manage a dedicated book of business, ensuring comprehensive administration of each caseload.
Perform census and asset reconciliation, contribution allocations, non-discrimination testing, valuation reporting, distributions, and Form 5500 filings.
Communicate effectively with clients and team members to ensure smooth plan operations.

What We’re Looking For:

Experience: Minimum 3 years of retirement plan administration in a TPA environment.
Technical Skills: Proficient in administration software (Relius preferred) and strong MS Excel skills (including VLOOKUP and pivot tables).
Analytical Skills: Proven reconciliation skills and ability to read and understand Plan Documents and investment statements.
Communication: Strong verbal and written communication skills.
Organizational Skills: Excellent organizational and time management abilities.

Preferred Qualifications:

ASPPA or NIPA credentials are highly preferred, such as: Retirement Plan Fundamentals (RPF) certificate, Qualified 401(k) Administrator (QKA) credential, Qualified Pension Administrator (QPA) credential, and the Certified Pension Consultant (CPC) credential.
Minimum of a high school education required. Some college education or secondary training preferred.

If you are ready to advance your career in retirement plan administration and want to be part of a supportive and dynamic team, apply now to join KB Pension Services!

This is a remote position.

Compensation: $60,000.00 - $100,000.00 per year

Kerkering, Barberio & Co. has been recognized by the Tampa Bay Business Journal as the #7 firm on their 2023 Top Accounting Firms; 2022 Best of SRQ Platinum Winner: Best CPA Firm; Top 300 Firms, MOVE - Best Firm for Women and Equity Leadership 2022; Top 25 Most Generous Workplaces in Sarasota, United Way Suncoast and more.

Kerkering Barberio has three offices: downtown Sarasota, Tampa, and Lakewood Ranch. Our headquarters is in Sarasota, where we have the honor of enjoying in one of Money Magazine’s “Best Small Cities to Live.” As a Firm, we work in a progressive business atmosphere that embraces work/life balance, is on the leading edge of technology and strongly supports the training and advancement of our staff through company paid professional development, paid licenses and professional dues, tuition reimbursement, production bonuses, the opportunity to bank time, and a competitive compensation package.

For individuals who aspire for a career in public accounting, Kerkering Barberio can provide the best of both worlds. Rich with culture, our small-town location is great for a more relaxed lifestyle without forgoing recreational and entertainment value. In addition, the array of services offered by our firm makes us more comparable to a Big Four environment than to the typical local practice, providing greater career growth and diversity. Kerkering Barberio is a unique professional option.

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