Defined Benefit Specialist – Plan Administrator

Job Description

Networks Connect is conducting a search for a Defined Benefits Specialist (Remote).  In this position you will perform technical DB and DC administration at a high level and work directly with actuaries. Provide exceptional customer service to our broad client base of Plan Sponsors/Employers, Financial Advisors, CPA’s, Recordkeeper Contacts, and other partnerships.  Share DB/DC expertise and confidence while working alongside peers to achieve company goals.

Responsibilities and Duties:

  • Provide clear communication that conveys the right information to our client base, while performing routine compliance administration.
  • Ability to communicate Defined Benefit and Combo Plan testing and specific information to clients.
  • Communicate directly with actuaries.
  • Understanding of Defined Benefit Calculations & Limits.
  • Utilize current, standardized administration and tools (excel templates etc.) to perform all administrative reports.
  • Must be detailed oriented in all aspects of administration, including detailed notes, cell links and documentation.
  • Sort through obtained data to meet timely testing deadlines that meet client expectations for such deliveries.
  • Able to understand DB and DC Plan Documents and how they relate to ongoing administration.
  • Work with Recordkeeper data that is most likely received in varied formats and systems to reconcile Plan Assets.
  • Work on Pooled Brokerage Account reconciliation.
  • Understand the intricacy of plan asset reconciliations, document distributions, including Required Minimum Distribution calculations, contributions, earnings, transfers, adjustments etc. that may have transpired throughout the Plan year, including recordkeeping conversions.
  • Provide timely contribution calculations and monitor IRS maximums and limits.
  • Accurate and timely completion of IRS Forms (5500 series, 5330, 1099R’s and others)
  • Accurate and timely completion of PBGC Forms
  • Assist colleagues with their questions by providing insight and options.
  • Ability to provide to our clients, necessary direction and resources that assist Plan needs (payroll questions, corrections or adjustments, Plan design questions and any other plan related items).
  • Continue to seek ways to improve our processes and services. Maintain client and plan data according to set administrative electronic path (Box…).
  • Perform work according to company policy and procedures.
  • Perform other job-related duties as assigned.





  • Minimum 3 years of TPA compliance and administration
  • Minimum 3 years of experience related to defined benefit actuarial/administrative services.
  • Experience with PBGC related forms and processes
  • Bachelor’s degree in accounting, Business Administration, or equivalent work experience
  • Excellent presentation skills, telephone/video call etiquette and professionalism, client service skills and time management proficiency
  • Proficiency with Excel and database applications including formatting and formulas.
  • Preference for ASC & PensionPro experience (preferred not required)
  • Thorough knowledge base of ERISA, PBGC, DOL and IRS regulations, and plan documents
  • Excellent written and oral communication skills. The ability to communicate effectively (clear, concise, and professionally) with all levels within the organization, as well as with our client’s.
  • Excellent analytical and problem resolution skills
  • Must possess the drive to solve problems and improve inefficient processes; lead the team to think of creative/innovative solutions.
  • Ability to work in a team environment to ensure common goal of providing exceptional customer service.
  • Ability to react to change productively and manage other essential tasks as assigned.
  • Ability to work well under pressure with multiple priorities and deadlines in a fast-paced environment.
  • Ability to escalate issues to appropriate levels within an organization.



Location - Remote

Job Type



Financial Services

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