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Retirement Plan Administrator

Benefit Equity, Inc.

in Santa Ana CA

Benefit Equity, Inc.

Essential Functions

  • Review census data, trust information and plan questionnaire
  • Review compliance testing including ADP/ACP, coverage and top heavy
  • Review administrative reports, statements and completion of annual IRS/DOL Form 5500 reports and related schedules
  • Interact with all assigned client cases to ensure prompt response and resolution to all client calls and inquiries and proactive anticipation of client needs and assurance of full client satisfaction
  • Respond to administrative questions from clients
  • Manage all administrative deadlines and work with other team members to assure that all deadlines are met
  • Manage and monitor administrative progress and ensure the necessary data is requested and received from the client and their advisors in order to meet compliance deadlines


  • 2-3 years of relevant work experience preferably in the pension administration field
  • Ability to review and interpret plan document provisions, prepare plan restatements, amendments and IRS submissions
  • Excellent verbal and written communication skills
  • Strong Microsoft Office skills
  • Must be highly organized with strong attention to detail and excellent follow through
  • Excellent client services and interpersonal skills
  • Solid analytical and problem resolution skills
  • Ability to work well in a dynamic environment with a high degree of accuracy
  • Bachelor’s degree in accounting, finance, mathematics or related area preferred
  • Certification with relevant industry organizations a plus

How to Apply

Please send your resume to

This ad has been viewed 665 times. It expires on 8/14/2019.

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