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Sr. Pension Administrator


in Clovis CA / NV

Defined Contribution and/or Defined Benefit Sr. Administrator

Our firm specializes in Plan Design and Defined Benefit Administration; we welcome any candidates with hands on experience with either Defined Contribution or Defined Benefit / Cash Balance experience.  Our business began in 1993 and continues to grow with opportunities from our continued relationships within the Industry.  Clientele is mostly small groups on record-keepers with a third of our business implementing combo designs.  We have two offices, one in Las Vegas and one in Central California. We are currently seeking an experienced in-house Pension Administrator with hands-on experience in compliance and plan administration.

Preferred experience and qualifications include:

  • Bachelor’s Degree
  • Minimum of 5 years experience in Qualified Plan Administration is desired but will consider the right candidate.

Administrator Responsibilities

  • Maintain client relationships with a high client retention rate
  • Serves as a primary point of contact for client questions and as a liaison between the client, TPA, and record-keeper.
  • Superior client service and ability to consult with clients regarding plan administration.
  • Proactively communicate with clients about upcoming plan deadlines and plan requirements
  • Review and answer questions relating to the plan document and policies.

The right candidates will be expected to have the knowledge of the following:

  • Manage a book of plans requiring full annual plan administration including but not limited to plan census, contribution calculations, required testing, account reconciliation, and tax form preparation.
  • Answer questions from plan sponsors regarding plan design, eligibility, contributions, testing, vesting, and other aspects of plan operation.
  • Ability to read and comprehend plan documents; plan document experience is a real plus with Defined Benefit Restatements right around the corner.
  • Communicate (verbally and in writing) effectively with plan sponsors, participants, investment advisors, and record keepers.
  • Working knowledge in DOL and IRS annual filing requirements and forms, as well as plan correction programs for both services.
  • Experience working in DATAIR Pension System and/or FT William a plus, but not required.
  • Experience with Cash Balance administration is a plus, but not required.
  • Exceptional organizational skills, strong attention to detail, and ability to multi-task.    
  • Ability to work independently but also be part of a great team of plan administrators.
  • Person must be able to work “outside of the box”.

We provide compensation based on experience and performance.  Our own benefits include:  90% paid health with a choice of PPO with an H S A account or HMO with FSA account; generous paid time off and very flexible to accommodate individual needs.  Our firms’ retirement includes 401(k) Plan with safe harbor and profit sharing contributions and a defined benefit plan.  We encourage a friendly atmosphere and welcome new ideas; we are not just a 5500 shop, we are Plan Design, Administration, Compliance and Education.

How to Apply

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Visit our web site.

This ad has been viewed 892 times. It expires on 6/22/2018.

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