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Senior Defined Contribution Administrator


in Laguna Hills CA


Senior Defined Contribution Administrator

Rapidly growing Orange County TPA Firm is looking for an on-site and local Senior Defined Contribution Plan Administrator with a minimum of 5 years of well-rounded technical experience who is ready to roll up their sleeves, manage a caseload, assist in peer reviews and help develop a growing and energetic staff.

CrossPlans believes that Our People Make the Difference

At CrossPlans, we employ the best pension professionals we can find and work together to maintain the highest standards in communication, timeliness and professional technical skills. We stress industry accreditation, annual continuing education and reimburse those costs associated with career development to make sure our team keeps their knowledge level both contemporary and accessible.

In addition to technical skills, we look for people who align with our core values as a company. We expect our team to care about our clients, communicate clearly with each other and our centers of influence, respond timely with accurate and technical information and be committed to doing excellent work and nourishing relationships internally and externally.

Here is what we are looking for:

  • College degree - preferred but not required
  • Minimum of 5 years technical experience
  • ASPPA/NIPA  or other Industry designations
  • Familiarity with ASC & PensionPro
  • Passion for Qualified Retirement Plans
  • Excellent written and verbal communication skills
  • Willing to go the extra step to communicate effectively
  • Works well in team environment

Responsibilities may include, but are never limited to:

  • Manage and coordinate plan administration on an assigned caseload
  • Maintain a schedule for year-end processing
  • Prepare plan valuations and all required coverage, discrimination testing
  • Review, maintain and understand plan related documents
  • Identifies and takes action on errors
  • Conducts research and documents findings
  • Assist Senior Administrative team with Peer Review and Quality Control
  • Help teach, train

In addition to competitive pay, our company offers:

  • 100% covered Health, Vision and Dental Insurance
  •  401(k) plan with Employer participation
  • Continuing Education Spending Account
  •  Paid Time Off
  • Collaborative and Energetic Team Environment
  • Flexible Hours
  • Community Involvement


How to Apply

Please send your Resume and your best contact information to:

Visit our web site.

This ad has been viewed 757 times. It expires on 12/24/2017.

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