View All Jobs, Sorted by Date

DC Consultant Administrator

Boutique TPA Firm is Southern California

in Remote / Burbank CA

Are you a big picture person with attention to detail? Do you love to solve problems?  Are you a self starter?   Are you looking to be an integral part of an an organization versus just an employee?  Do you have the time management and organizational skills to work remotely to get the job done?   If the answer is, “yes”, this could be a great opportunity for you.
Overview of the Position:

A boutique Southern California firm is looking for a remote Senior Defined Contribution Consultant to manage a block of retirement plans belonging to 2 advisors. We will provide you with a home office set-up including a computer and a phone.
We need a critical thinker with a well rounded background willing to assist with plan onboarding, creating plan documents, trust accounting, compliance testing, contribution allocations, preparation of Form 5500, client interaction and billing.  We also want someone with the ability to talk pension in a way our clients can understand so can feel comfortable they are in good hands.

Experience with Datair is a plus however we are currently exploring moving to another platform so any vendor proficiency is welcome.

What our firm offers

This position supports a great work-life balance with a 37.5 hour work week, generous PTO, overtime pay and a compensation package.

What You will Be Doing:

• This is a client facing role so you will be maintaining all aspects of the client relationship
• Responsible for a caseload of approximately 90 single and multi-location plans with 2 to 1000 participant  
• Performing escalated work product review for other team members
• Managing and prioritizing your workload
• Effectively communicates the necessary regulatory information and testing requirements to clients in a way that can be easily understood by individuals who are not in the business.
• Reviews, interprets and maintains the legal plan documents in order to assist clients in ensuring plan compliance with current IRS/DOL regulations.
• Remains current with the laws and regulations for retirement plan administration.
• Works with internal and external associates to ensure accurate and timely response to all outstanding client/plan issues

About You:

• Ten or more years of 401(k) plan administration experience
• NIPA or ASPPA credentials a plus
• College degree a plus
• Superior knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
• Superior knowledge of 401(a)4 and controlled group testing; mergers and acquisitions experience
• Excellent written and verbal communication skills
• Excellent time management and organizational skills
• Ability to proactively and independently manage a book of business
• Excellent organizational skills
• High level of critical thinking skills

How to Apply

Please email resume and quick overview of how you feel you stand out to Recruiter.connect4@gmail.com

View All Jobs, Sorted by Date

Manage This Listing (employer only)