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TPA Administrator

Cetera Retirement Plan Specialists

in Remote / Roseville CA

Logo for Cetera Retirement Plan Specialists

Want to make a change?

Well, there’s no time like the present!

Our unique approach to helping Employers help their staff retire with dignity is our purpose.  We know that our great ERISA and industry knowledge is best leveraged through relationships with our clients.  If you believe this too, we want YOU!    We’re looking for a motivated TPA Administrator (but, here your title will be “Retirement Plan Consultant”).  

We’ll train you on basic internal procedures, assign you cases and let you get to work.   

Our ideal candidate should be able to hit the ground running on day 1, with the following skill set:

  1. General understanding of ERISA Plan Documents; and
  2. Strong working knowledge on ERISA based plans (All Defined Contribution Plans, but brownie points for Defined Benefit/Cash Balance experience); and
  3. Proficient with all aspects of IRS compliance testing (from ADP/ACP; coverage testing and 401(a)(4) solving); and
  4. Proficient in 5500 preparation and review; and
  5. Strong desire to “Consult” with Plan Sponsors, Financial Advisors and CPA’s; and
  6. Strong attention to detail and highly organized; and
  7. Familiarity working with daily valued platforms and pooled Trustee directed accounts.

You’ll love our data management tracking system, Pension Pro; say good-bye to spreadsheets!!!   Pension Pro includes a client facing secure portal, coupled with a cutting edge data management system.   You’ll know where you stand at all times.  

100% work from home (with a company who’s been WFH for 10 years!) with frequent virtual check-ins.     Wonderful benefits, including a generous bank of PTO hours to use at your discretion.

Basic Job Requirements:

  • ASC experience or other pension valuation system helpful; and
  • Pension Designation from ASPPA and /or NIPA; and
  • 2 years of traditional TPA Administrator (DC and/or DB) experience.

How to Apply

Please send resume and cover letter to Betty.furgurson@cetera.com


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