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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.

Starting wage $34.00-$38.00/ hourly based on experience

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
• Proficiency in FTW and Pension Pro highly desired

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 in your resume to recruitment@primepensionsinc.com

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