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Retirement Plan Administrator

Liden, Nestle, Soled & Associates

in Remote / Westlake Village CA

Logo for Liden, Nestle, Soled & Associates

Since 1989, Liden, Nestle, Soled & Associates, Inc. has provided third-party administration services to retirement plans (generally 1-200 lives). We have a full staff of credentialed members (ASPPA/NIPA/CEBS).

We are currently looking for an individual who takes pride in their work, enjoys helping others and will be a strong contributor to the team.  We are located in Westlake Village, CA.  We offer flexible work schedules including remote work arrangements, competitive salary and benefits package.

Retirement Plan Administrator

Job Summary: Plan Administrator is responsible for maintaining a block of Defined Contribution 401K plans.  They must ensure 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:

  • Scrub census data
  • Balance trust accounts and reconcile deposits
  • Perform annual valuations and determine IRS minimum and maximum contributions
  • Prepare annual funding notice
  • Perform annual IRS nondiscrimination testing, including aggregated testing with DC plan
  • Review plan documents and amendments for compliance
  • Determine and communicate corrections as needed
  • Prepare forms 5500 and related schedules
  • Calculate and oversee RMDs
  • Handle daily communication with plan sponsors (phone calls and emails) and their advisors
  • Approve distribution and loan transactions
  • 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
  • Maintain confidentiality
  • Effectively manage multiple projects with conflicting deadlines
  • Accuracy, organization, and attention to detail
  • Ability to communicate technical information clearly and effectively
  • Self-motivated

Requirements:

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

How to Apply

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


A Verified Employer
Liden, Nestle, Soled & Associates has trusted BenefitsLink to help reach qualified candidates for this opening.

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