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Pension Administrator I

Polycomp Administrative Services, Inc.

in Roseville, CA

Summary: Responsible for the annual administration of Qualified Retirement Plans by providing, accurate, timely service and proactive observations ensuring excellent customer service and profitable results.

Duties:

  • Perform all aspects of administration for assigned caseload consisting generally of safe harbor design-based Defined Contribution Plans with less than 100 employees, including maintaining accurate aging reports.
  • Analyze provisions in plan documents and census information to determine eligibility, key and highly compensated employees and input data.
  • Calculate employer contributions including related non-discrimination testing and coverage testing while taking into consideration top-heavy status, deductibility limits, and impact of forfeitures as well as other compliance requirements for plans.
  • Allocate gains and losses on pooled and individual accounts.
  • Review pension trust accounting reports and research discrepancies.
  • Prepare client reports.
  • Assist in calculating and processing distributions.
  • Inform Compliance Manager and Consultant of workflow status on a regular basis.
  • Assist in special projects as needed; perform other related tasks as required.
  • Meet or exceed all quality, productivity, and turnaround goals.
  • May be required to work extra hours during peak periods as necessary.

Knowledge:

  • Knowledge of how to administer qualified retirement plans.
  • Knowledge of employer contribution calculations, deduction limits, contribution deposit deadlines, top heavy determination, coverage testing and annual additions limitations.
  • Knowledge of all aspects of distributions including minimum distributions, hardship withdrawals, QDROs and loans.
  • Knowledge of a plan's administrative cycle, including IRS and DOL filing requirements and deadlines.

Skills:

  • Ability to effectively communicate, both in writing and orally, with a wide range of contacts in a professional manner.
  • Maintain positive attitude when addressing questions and problems.
  • Ability to work under pressure of deadlines.
  • Good organizational skills and ability to set priorities consistent with service standards.
  • Adjust priorities with changes in the annual business cycle of pension administration.
  • Ability to promote a positive and professional working environment.
  • Analytical and critical-thinking skills.
  • Detail oriented.
  • Excellent interpersonal skills.
  • Demonstrate initiative.
  • Good judgment.
  • Software Skills: Excel, Word, Outlook, Adobe, BillQuick, ASC, CATTS and DGEM.

Education / Experience:

  • Associate's degree (AA) or equivalent from a two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience.

How to Apply

email cover letter and resume to resume@polycomp.net

Visit our web site.


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