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Senior Retirement Plan Administrator

Goldberg, Swedelson & Associates

in Telecommute / Encino CA

Goldberg, Swedelson & Associates

We are looking for a senior Retirement Plan Administrator who is proficient with all aspects relating to Profit Sharing and 401(k) plans. 

Position requirements:

  • A minimum of 5 years of well-rounded TPA firm experience in plan administration. 
  • One or more Professional designations (ASPPA, NIPA).

Preferred Experience:

  • Drafting Documents.
  • Working with Defined Benefit / Cash Balance plans.
  • Experience with Relius, FT Williams and EBG.
  • Familiarity 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.
  • Multi-tasking, working in a Team environment and self-prioritizing 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:

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