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Pension Administrator

Aldrich Retirement Solutions

in San Diego CA

Aldrich Retirement Solutions

Position Information

We are looking for an experienced Pension Administrator interested in growing their career as we grow our retirement plan business. The Pension Administrator is responsible for compliance and technical consulting services for Defined Contribution plans.  

Candidates that fit into our firm and culture will enjoy working independently and have a passion for the retirement plan business. The ideal candidate will have excellent organization and communication skills, technical plan expertise and proven strong analytic skills.

Responsibilities

  • Provide timely, accurate and responsive service to ensure client satisfaction
  • Manage workflow effectively to ensure all deadlines are met
  • Prepare and analyze data for use in annual valuations and plan administration
  • Collect and analyze financial statements received and perform or supervise the completion of plan trust accounting
  • Interpret retirement plan documents
  • Perform non-discrimination testing, including coverage testing, ADP/ACP testing for DC plans and combined plan 401(a)(4) testing
  • Prepare annual reports for plan sponsors and participants
  • Prepare Form 5500
  • Assist in implementation of new and takeover retirement plans
  • Consult on plan design and pension issues

Qualifications

  • 5+ years of experience in nondiscrimination testing and retirement plan administration with Defined Contribution plans
  • Ability to manage multiple priorities and heavy workload especially during peak periods
  • Desire to learn and grow professionally
  • Bachelor’s degree
  • Credentials with a nationally recognized organization (ASPPA or NIPA)
  • Extensive knowledge of ERISA and Internal Revenue Code and Regulations
  • Strong communication, interpersonal, analytical, and research abilities
  • Excellent Microsoft Excel and Word skills

About Us

Aldrich Retirement Solutions LP is a professional third-party administrator providing a full range of services to corporate retirement plans.  

The Aldrich Group of Companies includes a Top 100 Accounting Firm nationally providing tax, advisory and consulting services. Working closely with business owners and individuals, The Aldrich Group manages their financial, wealth and tax planning strategies.  We serve clients with deep industry expertise in construction, manufacturing, real estate, healthcare, nonprofit, telecommunications, utilities, professional services, food processing, agribusiness as well as a variety of privately held companies and individual clients. The Aldrich Group includes the following professional services firms: Aldrich CPAs + Advisors LLP, Aldrich Wealth LP, Aldrich Retirement Solutions LP, Aldrich Benefits LP (dba Aldrich Insurance Solutions LP in California) and Aldrich Business Transitions LP.

Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values: "Helping Our Clients Achieve Their Goals." Quality service is the greatest product Aldrich offers. We take great pride in our integrity and ability to deliver on our commitments to clients.  Aldrich is an equal opportunity employer.

Salary And Benefits

Our employees enjoy a competitive compensation and benefits package, which includes medical, dental, vision, life, and disability insurance, flexible benefits plan, 401(k) plan, profit-sharing, and 401(k) match, paid holidays, as well as vacation and sick leave in the form of a paid time-off bank and volunteer time.

How to Apply

Submit your resume and a cover letter describing how you meet the minimum qualifications and desired attributes at https://aldrichadvisors.applicantstack.com/x/apply/a2wxj51dz0i9/aabq


This ad has been viewed 591 times. It expires on 8/31/2018.

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