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Retirement Plan Administrator

Premier Plan Consultants

in Remote / San Diego CA

Logo for Premier Plan Consultants

A rapidly growing TPA in the San Diego area has an immediate opening for a Defined Contribution retirement plan administrator. We offer a true team approach where employees are encouraged to share ideas and knowledge, be open to change and work together to create a fun and productive work environment.

Responsibilities include:

  • Consulting with clients to achieve their desired retirement plan goals.
  • Census scrubbing and eligibility determination.
  • Compliance Testing: HCE/ Key determination, Top Heavy, ADP/ACP, 410(b), 401(a)(4), and 415.
  • Calculation of contribution allocations.
  • Self-Employment Income calculations.
  • Reconciliation of plan trust assets.
  • Completion of annual valuation reports.
  • Preparation of required government filings, including Form 5500 series.

Qualifications:

  • 5+ Years of plan administration experience is preferred.
  • Excellent client service and communication skills.
  • Strong organizational skills and attention to detail.
  • Software skills: Excel, Word, Outlook, Adobe.
  • Ability to work as a part of a team or independently.
  • Knowledge of FT Williams and/or Pension Pro software is a plus.
  • Defined Benefit Experience is a plus.

We will happily entertain working with remote employees, and offer a flexible work schedule, benefits, vacation/personal time off. We are confident our firm provides a dynamic, flexible, and personable work environment, in which our employees are treated as unique individuals. Contact us if you'd like to learn more!

How to Apply

Please email resume to stacey@premierplanco.com


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