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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 pensionposition@gmail.com. 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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