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Retirement Plan Administrator

Premier Plan Consultants

in San Diego CA

A rapidly growing TPA in the San Diego area has an immediate opening for a retirement plan administrator. We offer a true team approach where employees are encouraged to share ideas and knowledge, be open to change and work together to create a fun and productive work environment.

Responsibilities include:

  • Census scrub and eligibility determination
  • Compliance Testing: ADP / ACP, 410(b), 401(a)(4), 415 and Top Heavy
  • Calculation of contributions
  • Reconciliation of plan assets
  • Annual valuation reports
  • Preparation of required government filings, including Form 5500 series

Qualifications:

  • Ability to work as a part of a team or independently
  • Excellent client service & communication skills
  • Strong organizational skills and attention to detail
  • Software skills: Excel, Word, Outlook, Adobe
  • Knowledge of Ft Williams and/or Pension Pro software is a plus

We offer a flexible work schedule, benefits, vacation / personal time off and a fun place to work!

How to Apply

Please email resume to stacey@premierplanco.com


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