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Senior Retirement Plan Administrator

Goldberg, Swedelson & Associates

in Encino CA / Telecommute

Goldberg, Swedelson & Associates

We are looking for a senior Retirement Plan Administrator with a minimum of 5 years of well-rounded experience in plan administration.  You will need to be proficient with all aspects relating to Profit Sharing and 401(k) plans. 

  • TPA firm experience required.
  • Professional designations (ASPPA, NIPA) required.
  • Document drafting experience and expertise required.
  • Defined Benefit / Cash Balance experience helpful
  • Experience with Relius Administration, FT William Government Forms and EBG helpful.
  • Experience with PensionPro helpful.
  • Experience with unbundled record keepers such as: John Hancock, Empower, American Funds, Mass Mutual, Transamerica, including how each integrates with Relius Administration.
  • Ability to multi-task, work in a Team environment, with ability to self-prioritize workflow.

Responsibilities include:

  • All related compliance testing (i.e.; 401(a)(4), ADP/ACP, 410(b) etc.).
  • Completion of valuation reports.
  • Effective communication with clients and advisors to address all client issues, provide necessary research, problem solving and resolution support.
  • Effective resource for clients with Cash Balance plans, including communication with Actuaries, and ability to explain cash balance concepts and plan issues with clients and advisors.
  • Preparation of IRS Forms and related schedules.

Our firm places a premium on client service and we would expect the candidate to naturally think along the same lines.  Effective verbal and writing skills are required.

We have a large client base of smaller / medium sized plans, none of which require an audit.

We are open to both local candidates and remote candidates.

Our benefits include medical insurance, dental insurance, Profit Sharing 401(k) plan and vacation / sick days.

How to Apply

Email your cover letter, resume and salary requirements to: mds@gsapension.com

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