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Retirement Plan Administrator

Liden, Nestle, Soled & Associates

in Telecommute / Westlake Village CA

Liden Nesle Soled logo

Since 1989, Liden, Nestle, Soled & Associates, Inc. has built its reputation as a premier retirement plan consulting and third-party administrative firm in Southern California with credentialed members of ASPPA and NIPA.  Our clients range from sole proprietorships to companies with thousands of employees.

We are currently looking for a technically competent Administrator. Cash Balance/DB experience is highly valued, as is experience with ASC software.  Come be a part of our team.   We offer flexible work schedules including remote work arrangements, and competitive salary and benefits package.

Retirement Plan Administrator

Job Summary: Plan Administrator is responsible for maintaining a block of 401K, 403(b) plans, and potentially Cash Balance/DB plans. Company is growing and is adding a position. Administrator ensures all required work is completed timely and accurately.  This position requires excellent communication skills, analytical abilities, attention to detail, accuracy, and problem solving as well as effective management of client relationships.

Essential Functions:

  • Reconcile census data, deposits and trust reporting
  • Perform ADP/ACP tests and determine corrective measures
  • Review plan documents and amendments for compliance
  • Perform all compliance testing and reporting
  • Determine and communicate corrections as needed
  • Prepare forms 5500 and related schedules
  • Handle daily communication with plan sponsors (phone calls and emails) and advisors
  • Approve distribution and loan transactions & RMDs
  • Monitor plan terminations and conversions
  • Maintain an accurate log of work flow and completion of services

Key abilities:

  • Able to screen data for accuracy and completeness
  • Able to work independently as well as in a team
  • Effectively manage multiple projects with conflicting deadlines
  • Accuracy, organization, and attention to detail
  • Ability to communicate technical information clearly and effectively

Requirements:

  • Knowledge of retirement plan administration requirements
  • 4 to 6 years of experience in retirement plan administration
  • Excellent verbal and written communication skills
  • Excellent math, analytical and problem-solving skills
  • APA, CPC, QKA, QPA designations are beneficial
  • Knowledge of ASC and/or Pension Pal desired
  • College degree
  • Strong command of Excel, Word & Outlook

How to Apply

If you are interested in joining our team, please email your resume to Felix@Lnstpa.com for consideration.


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