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Defined Contribution Plan Administrator

Southern California TPA Firm

in CA / Telecommute

Opportunity for a self-motivated, disciplined leader who is looking to join a fast-growing TPA firm. Position is for immediate hire. Compensation and benefits package very competitive. We are interviewing candidates who meet the qualifications below. Please respond if you're a serious candidate. We're looking forward to the opportunity of meeting the right person for our firm.

Summary of Responsibilities:

Performs plan administrative services for a large block of Defined Contribution plans. Serves as main point of contact for plan sponsors and agents for qualified plan inquiries. Provides consultation to plan sponsors and agents regarding plan design and operation. Works with minimal supervision. Management opportunity to lead the DC Department with necessary qualifications. 

Position Responsibilities:

  • Extensive knowledge and experience with ASC software is a must
  • Maintains positive relationships with plan sponsors and financial professionals 
  • Performs annual testing to ensure plans meet nondiscrimination and coverage regulations provided by the IRS and DOL.
  • Prepares required governmental filings for assigned qualified plans.
  • Reconciles plans and prepares annual plan valuations based on information provided by plan sponsors on a balance forward basis. Notifies client of any balancing issues, any required contributions and maximum deductible contribution amounts.
  • Prepares illustrations for employer contributions using all allocation methods including non-safe harbor methods.
  • Instructs plan sponsors and agents on safe harbor correction methods for plan failures and calculates amounts for corrective distributions and/or required plan contributions.
  • Assists plan sponsors with EPCRS and DFVCP corrections.
  • Reviews plans to ensure provisions of plan document are appropriately applied on both a plan and participant level.
  • Explains provisions of plan document, including any amendments to plan sponsors and agents. Provides information on how this affects the plan and its participants. Provides consultation regarding plan design and operations for Defined Contribution plans.
  • Consults with sales team on technical issues with plan design for Defined Contribution plans. Provides input to management and sales team on current industry developments.
  • Mentors new associates and support staff.
  • Requests information necessary to provide plan valuation and annual testing and prepares government forms prior to the end of the plan year. Applies required follow-up procedures to obtain necessary information and invoice payment.
  • Proactively notifies plan sponsors and agents of impending issues.
  • Notifies plan sponsors of necessary Required Minimum Distributions and follows up to assist the appropriate handling of these transactions.
  • Guides plan sponsors and agents through the proper process when terminating a qualified plan.

Selection Criteria:

  • Demonstrated advanced level of employer-sponsored retirement plan knowledge in Defined Contributions 
  • Demonstrated excellent verbal and written communication skills with the ability to successfully interpret and communicate business needs to both internal and external client groups in a clear and concise manner. 
  • Demonstrated strong attention to detail with excellent organizational skills. 
  • Proven strong analytical skills, including demonstrated experience identifying and quantifying problems and providing effective resolutions.
  • Proven experience handling and effectively resolving customer problems. 

Work Location:

  • Corporate office located in Southern California (Orange County/Inland Empire).
  • Remote work environment also considered depending upon the candidate's work experience.

Educational Requirements:

  • College degree or equivalent work experience showing increasing levels of responsibility.
  • At least five years of experience in the employer-sponsored qualified plan field.

Computer Skills and Knowledge of Hardware & Software Required:

  • Must be proficient with Windows-based operating systems and the Microsoft Office Suite of products.
  • Knowledge of ASC and Datair.

Certifications & Licenses:

  • ASPPA QKA or equivalent designation within 2 years of hire.

How to Apply

Please send resumes to pensionposition@gmail.com


This ad has been viewed 586 times. It expires on 3/13/2019.

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