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Compliance Administrator II

Associated Pension Consultants, a Prime Pensions Company

(Remote / Chico CA)

Compliance Administrator II (3-6 years industry experience)

POSITION SUMMARY
To complete intermediate retirement plan compliance, retirement plan design assistance, and related annual administration.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Primarily responsible for preparation of the following intermediate plan calculations and annual report summaries:

401(k), Profit Sharing or Money Purchase

• Single or dual plans
• All size plans
• New comparability, age weighted allocations or Safe Harbor
• Multiple Loans
• Calculate annual plan contributions, preliminary calculations, projection calculations and mid-year valuations.
• Analyze plan document to determine correct administrative components.
• Determine participant eligibility.
• Determine highly compensated employee status.
• Perform plan coverage testing.
• Highly compensated determination.
• Perform plan top heavy testing.
• Check participant vesting.
• Perform advanced 401(k) ADP/ACP non-discrimination testing.
• Recommend failed ADP/ACP correction methods.
• Perform advanced plan cross testing.
• Summarize advanced participant accounts.
• Adjust participant accounts for gains and losses based on asset performance
• Ability to research solutions to administrative questions.
• Tracks all completed work in WIP, Time tracker and APC Gold programs.
• Maintain satisfactory attendance.

AUXILIARY DUTIES AND RESPONSIBILITIES

• Coordinate compliance work flow as assigned.
• Participate in group or individual discussions regarding department process or policy improvements.
• Assist with training or research.
• Work on projects as assigned.
• Mentor new employees with training, assistance or research.
• Other duties may be assigned.

KNOWLEDGE – SKILLS – ABILITIES

• Ability to concentrate; highly organized and detail oriented individual.
• Highly skilled in plan administration, while requiring little supervision.
• Strong problem solving skills.
• Strong interpersonal skills
• Proficiency in MS applications, particularly Excel and Word programs
• Ability to work quickly and accurately under deadlines.
• Ability to interpret complex technical literature.
• Ability to research and propose accurate and detailed solutions to administrative questions.
• Ability to meet internal turnarounds and productivity requirements.
• Detailed preparation of compliance work while maintaining 95% accuracy
• Ability to interpret information and utilize resources to complete work assignments

MINIMUM QUALIFICATIONS

• Three to six years of industry compliance experience.
• Bachelors Degree (preferably in Business Administration) or equivalent experience.
• Excellent math and analytical skills (supported by experience and/or related coursework).
• Ability to read, write and speak in English.

PHYSICAL / ENVIRONMENTAL CHARACTERISTICS

• Work is performed in an office environment and requires:
• Sitting or standing for prolonged periods of time using a computer keyboard, mouse, and screen.
• Standing and walking may require twisting, reaching, bending, crouching and kneeling.
• Grasping, pushing, pulling, dragging and lifting boxes of files and other office items weighing 30 pounds or less.
• Mobility, vision, hearing and dexterity levels appropriate to the duties to be performed.

How to Apply

Please send resume to apchr@primepensionsinc.com to apply.

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