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Retirement Plan Administrator

Hicks Pension Services

in Telecommute / San Luis Obispo CA

Logo for Hicks Pension Services

Qualified Retirement Plan Administrator

Location – Remote or Local

Employment- Full Time

Hicks Pension Services is a family owned Third Party Administration providing services since 1968. Our San Luis Obispo, California location is looking for an experienced Retirement Plan Administrator to join our team. We take a proactive service approach to retirement plan administration of 401(k), 403(b), defined benefit, and Cash Balance Plans in the small to mid-size plan market.

We’re looking for a positive, driven individual to be the point person for an assigned caseload of company retirement plans. This person will be responsible for administration of a plan from census collection through the filing of the form 5500.

Job Function and Responsibilities: Fully encompassing plan administration for a set book of clients including:

  • Year-end valuations, trust accounting and preparation of form 5500 filings
  • Contribution calculations and annual discrimination testing
  • Collection of census data and determination of eligibility and plan participation
  • Calculation and notification of required minimum distributions
  • Audit oversight and management, internally and externally
  • Calculation and corrections of missed deferrals  
  • Client relationship management and education
  • Frequent and accurate communication with CPAs, Advisors, and clients on plan design features

Desired Experience and Skills:

  • Advanced level of employer-sponsored retirement plan knowledge
  • Comprehensive knowledge of the retirement plan industry and changing regulations
  • Proven relationship management and time management
  • Excellent verbal and written communication skills with the ability to communicate industry terminology and plan compliance concepts clearly to clients and partners, by email and phone
  • Exceptional organization skills, strong attention to detail, and outstanding customer service skills
  • Proficiency with Microsoft Office and Excel

Preferred Certifications:

  • 4+ years of retirement plan administration experience
  • ASPPA QKA or equivalent designation preferred
  • Experience with Datair Pension Systems preferred
  • Experience with Defined Benefit Plans not required

Benefits

  • PPO Health Plan Paid 100% by Employer
  • Paid Dental
  • Compensation: 55 - 80k DOE + Performance Bonuses 
  • 401(K) Plan: 5 - 10% Profit Sharing Contribution from Employer Annually

How to Apply

Interested Candidates can email their resume to Sara Rianda at Sara@HicksPensionServices.com


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