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DC Plan Administrator

Southern California TPA Firm

in Chino CA

We are a growing TPA firm located in Southern California (Inland Empire / Orange County area). Looking for an in-house Defined Contribution administrator with strong communication and organizational skills. Candidate must be self-motivated and a team player. Must have ASC experience. Management potential. 

Will consider local candidates or those willing to relocate to Southern California Inland Empire (Riverside / San Bernardino) area. 

Job Responsibilities:

  • Primary block of business includes 401(k) and Profit Sharing Plans
  • Cultivate existing client relationship with the client, CPAs and their advisors
  • Communicate effectively with clients, advisors, CPAs and other professionals 
  • Knowledge and experience in compliance testing to include ADP / ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing (4+ years)
  • Prepare Form 5500 and other government forms
  • Experience with ASC Documents, ASC Administration, and CATTS
  • Trust Reconciliation with a variety of plan assets including platform providers, pooled assets and SDBA's
  • Able to interpret plan document provisions
  • Ability to manage and prioritize workload
  • Superior organizational skills in order to meet IRS / DOL deadlines
  • Flexibility, adaptability and ability to multi-task
  • Work in a team environment to meet challenges and goals
  • Desire to further credentials with ASPPA 
  • College degree or equivalent work experience

Benefits include medical, dental, 401(k) Safe Harbor Match to name a few. If this position interests you, and you are a serious candidate, we are looking forward to meeting with you soon.

How to Apply

For interested candidates, please email at We will not entertain any recruiting firms or outsourcing or remote candidates. We are looking at building a great team and the position we are seeking is for an in-house administrator. No exceptions at this time.

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