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Retirement Plan Administrator

Quantech Pensions LLC

in Anaheim CA

Quantech Pensions LLC logo

Job Title: Retirement Plan Administrator

Department: Pensions

General Description: Trust accounting, DC Valuations, preparation of Form 5500, RMD calculations, preparation of loan documents, distribution election forms and other related tasks

Essential Functions / Responsibilities include, but are not limited to:

  • Reconciliation of year end pension trust accounting
  • Preparation of Annual Pension Valuations
  • Preparation of annual Form 5500
  • Perform compliance and nondiscrimination testing
  • Calculate Required Minimum Distributions
  • Prepare loan documents
  • Prepare distribution packages
  • Preparation of Plan Amendments
  • Plan Administration: Prep documents and outgoing client packages
  • Mutual Peer Review
  • Your actual responsibilities may vary as needed

Academic and Work Experience Requirements:  Three plus years of experience with qualified plans

Knowledge, Skill and Experience:

  • Minimum Education: College degree preferred - BA/BS
  • Minimum Experience required: Three plus years of experience with qualified plans
  • Skills Required: Excel, Word and a familiarity with the ASC Valuation system preferred, strong written, verbal, and interpersonal skills
  • Minimum License, Certifications & Affiliations / Memberships and CEU’s: ASPPA and/or NIPA designations a plus

How to Apply

Send resume to Christine@quantechpensions.com


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