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Administrative Consultant for Qualified Retirement Plans

PenSys, Inc.

in Roseville, CA / Charlotte, NC

PENSYS is a mid-size Third Party Administration firm currently servicing more than 3000 clients from five strategically located offices in California, Colorado and North Carolina. Specializing in hands on administration for small to mid-size businesses since 1995, PENSYS offers a flexible office environment with competitive compensation, good benefits and opportunity for advancement.

We are currently searching for a Retirement Plan Administrator for our offices in Roseville, CA and Charlotte, NC.

Candidates should possess the following qualifications:

  • Minimum of 4 years experience in the Administration of Qualified Plans including DC and 401k (Traditional and Daily Valuation).
  • Strong interpersonal skills to handle extensive client contact
  • Working knowledge of compliance and regulatory issues governing the operation and administration of Qualified Retirement Plans as well as generally and accepted practices and procedures
  • Proficient in Word & Excel
  • Positive and professional attitude
  • Time management, problem solving and organizational skills
  • Ability to work independently and with other professionals
  • Working understanding of Defined Benefit and Cash Balance Plans

Responsibilities include, but not limited to:

  • Review and coding of census data, eligibility determination
  • Understanding of contribution calculations/allocations as well as compliance/non-discrimination testing
  • Trust reconciliation
  • Preparation of tax forms and related schedules for an average caseload of 100 plans

PENSYS is an Equal Opportunity Employer.

How to Apply

To apply, email

This ad has been viewed 981 times. It expires on 5/8/2017.

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