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Retirement Plan Administrator
Goldberg, Swedelson & Associates
(Remote / Los Angeles CA / Hybrid)
We are looking for a Retirement Plan Administrator with a minimum of 5 years of well-rounded experience in plan administration. You will need to be proficient with all aspects relating to Profit Sharing and 401(k) plans.
- TPA firm experience
- Professional designations (ASPPA / NIPA preferred)
- Document drafting expertise, helpful
- Defined Benefit / Cash Balance experience, helpful
- Experience with Relius strongly preferred
- Experience with PensionPro and FT William helpful
- Experience with unbundled record keepers such as: John Hancock, Empower, American Funds, Transamerica, Voya
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.
- Preparation of Form 5500 and related schedules.
- Assist plan sponsors with the plan termination process.
- Prepare preliminary design studies and projections for prospective clients.
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.
Our benefits include medical insurance, dental insurance, Cash Balance and Profit Sharing 401(k) plans and vacation / sick days.
Goldberg, Swedelson & Associates is a full service retirement plan consulting and administration firm that has been helping businesses design and manage qualified retirement plans since 1965. We specialize in 401(k), profit sharing, defined benefit and cash balance plans, with a focus on delivering accurate, personalized service to small and mid-sized businesses and their advisors. As a Los Angeles based firm, we work with a diverse client base, including a significant number of companies in the entertainment industry.
How to Apply
Email your cover letter, resume and salary requirements to: mds@gsapension.com