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401(k) Administrator

Sunwest Pensions

in Telecommute / Mesa AZ

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Sunwest Pensions is a Metropolitan Phoenix based third party administrator (TPA) and recordkeeping firm specializing in the consulting, administration and recordkeeping of retirement plans. Formed in 1998, we provide clients with a flexible and innovative approach to qualified retirement plans.  We are aware of what business owners go through in trying to create retirement plans that mean something to your company. Sunwest Pensions strives to create an environment for our clients that can take care of their retirement plan needs.  Our staff has a culture of providing top notch service and communication to our clients. 

Applicants must have the ability to work independently, manage client relationships and workflow deadlines.  We work in a team-oriented environment striving for an optimal client experience.  The ideal candidate will have at least 2 years of experience in Defined Contribution Plans.  Experience with SRT, ASC or PensionPro software is a plus but not required.  

We are seeking an experienced, energetic, multi-tasking full-time individual who will receive immediate responsibilities upon employment. In this position you must be dependable, organized and exceptionally attentive to detail. 

Responsibilities include but are not limited to:

  1. Establish relationship with plan sponsors
  2. Generate plan documents
  3. Complete plan amendments
  4. Interpret plan documents and IRS/DOL regulations
  5. Provide expertise, legislative technical support and plan design guidance for Defined Contribution Plans
  6. Knowledge in non-discrimination testing, valuations and IRS filings
  7. Ability to complete contribution calculations
  8. Ability to complete required compliance testing including but not limited to 401(a)(4), 410(b), 402(g), 404, 415, ADP/ACP and Top Heavy.
  9. Ability to complete all necessary filings
  10. Ability to review participant distribution and loan applications
  11. Provide other administrative support

Sunwest Pensions encourages career development by covering the cost of NIPA and ASPPA credential exams.  We provide an annual continuing education budget for each member to cover the cost of conferences, webcasts, etc.  We also cover all membership dues.

Sunwest Pensions’ salary and benefits are competitive and we offer a complete benefits package including paid time off, medical insurance, dental insurance, life insurance, disability insurance and a generous 401(k) plan. 

If you want to learn, advance, and work in a business casual atmosphere do not miss this opportunity to join a respected organization that provides an upbeat and friendly environment where your hard work and efforts are appreciated and will be rewarded.

How to Apply

If you are interested, please e-mail your resume and salary requirements to:

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