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Retirement Plan Consultant and Administrator

Moran Knobel-Means & Associates

in San Diego CA / Bellevue WA / Honolulu HI / Telecommute

Moran Knobel

Moran Knobel, Inc., dba Means & Associates, has a great opportunity for a Retirement Plan Consultant and Administrator for DC Plans in the San Diego office. We are committed to providing cutting edge and innovative retirement plan designs. We offer excellent benefits, a great working environment, and competitive salary. This position has excellent growth potential for the right individual.

The successful candidate will have experience with Datair Pension Administration software. You will be working with clients, team members and outside vendors. The candidate must be highly motivated, detail and service oriented, and possess excellent communication and strong technical skills.


  • All aspects of Defined Contribution Plan administration including audit size plans, multiple employer plans, and plans with controlled group compliance needs.
  • Understand and analyze provisions in plan documents to ensure operational compliance with IRS and DOL regulations; determine eligibility, plan entry dates, plan compensation, contribution formula and allocation, vesting, and distributable events, including the form and timing of distributions.
  • Provide essential compliance testing for stand-alone and combination plans.
  • Identify non-compliance and fiduciary responsibility issues; experience with IRS and DOL correction programs a plus.
  • Analyze deposit timing to identify potential late deferral or loan payment deposits.
  • Assist in reviewing takeover plans and identifying compliance issues.
  • Prepare and review pension trust accounting reports for accuracy.
  • Prepare client reports and confirm accuracy of data.
  • Communicate issues and make recommendations for resolution to our Director of Compliance.
  • Prepare for and support DOL, IRS and Accountant Audits, as needed.
  • Available to work overtime during peak work periods.


  • Sound knowledge of compliance requirements regarding employer contribution calculations, deduction limits, contribution deposit deadlines, top-heavy determination, coverage testing, controlled groups and annual additions limitations.
  • Knowledge of all aspects of distributions including minimum distributions, hardship withdrawals, QDROs and loans.
  • Understanding of IRS filing requirements and deadlines for qualified plans including various required participant disclosure notice deadlines.


  • Experience in Datair is required.
  • ASPPA designations (CPC, QPA, QKA) and/or NIPA APA credential are a plus; 
  • Three to five years’ experience in pension administration handling a full caseload; 
  • Ability to effectively communicate, both in writing and orally in a professional manner.
  • A desire to take ownership of the position while working as a Team player in a doer/checker (peer review) environment. Concern for quality and standards.
  • Ability to work under pressure of deadlines and demanding clients while maintaining a positive and professional attitude.
  • Work with minimal supervision
  • Good organizational and time management skills.
  • Analytical and critical-thinking skills.

How to Apply

Apply with cover letter and resume to:  While all resumes will be reviewed, only applicants meeting our requirements will receive a response.

This ad has been viewed 532 times. It expires on 4/14/2018.

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