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Retirement Plan Administrator / Manager

401k America, Inc.

in Chino Hills CA

Located in the Chino Hills area of Southern California, 401k America is a fast-growing administration and actuarial firm seeking a motivated, disciplined and very organized individual to work in and eventually manage our DC or DB departments. The position is in-house although we may consider remote if we meet the right candidate. No outsourcing so please do not inquire as we will not entertain.  

Responsibilities wil include the following:

  • Thinking outside the box with the primary focus of providing proactive service to our clients and their advisors.
  • Ability to work with others including staff, advisors, CPAs and clients.
  • Compile, review and interpret plan documents and trust financial statements.
  • Reconcile census data and calculate years of service for eligibility and vesting.
  • Process actuarial valuations for defined benefit and cash balance plans.
  • Calculate employer contributions and premium payments payable to Pension Benefit Guaranty Corporation.
  • Prepare and process distribution packages for terminated, retired or deceased plan participants.
  • Perform annual testing to demonstrate satisfaction of coverage and non-discrimination requirements.
  • Complete required governmental reporting forms (including but not limited to 1099-R, 945, 5500, Schedule SB, 5330, 8955-SSA).
  • Prepare documents for plan termination (including but not limited to Form 5310, PBGC Form 500, PBGC Form 600, participant disclosure and election forms).
  • Prepare annual notices to participants.
  • Develop and maintain knowledge of retirement plan legislation and possess extensive knowledge of ERISA laws and regulations.
  • Calculate amount available for loans and process loan paperwork.
  • Prepare reports for financial statements and review work prepared by other staff members.
  • Communicate directly with clients and their professional advisors, as well as external auditors regarding plan audits.
  • Consult with client on plan administration.
  • Recommend and discuss plan design changes with relationship manager.
  • Manage time to assure work is completed within the firm’s guidelines.
  • Assist client in locating missing participants.
  • Communicate with prior TPA, investment advisor and client on takeover plans.
  • Assist in the training of technical staff.

Qualifications:

  • Bachelors degree or greater required.
  • QKA, QPA, equivalent a plus.
  • 5 years experience with qualified traditional and cash balance defined benefit plans required.
  • Experience working with single employers with less than 500 participants required.
  • Strong working knowledge of ERISA and subsequent pension laws.
  • Strong attention to details with excellent organization skills.
  • Strong written and communication skills.
  • Ability to present technical topics in a clear, concise manner.
  • Advanced experience with Microsoft Word and Excel.
  • Experience with Datair and ASC administration systems and Relius documents a plus.
  • Management experience or desire to advance to management preferred.

The company offers an attractive benefits package including medical, dental and 401(k) plan.

How to Apply

Please send all inquiries to pensionposition@gmail.com. We will be interviewing serious candidates only. Please respond only if you meet the above qualifications. We are looking to fill position immediately but we may be flexible with the right candidate.


This ad has been viewed 701 times. It expires on 8/31/2018.

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