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Senior Pension Plan Administrator

Schiller's Pension Consulting

in Remote / San Mateo CA

About Schiller’s Pension Consulting (SPC):  SPC is in San Mateo is a Third Party pension plan administration firm (TPA) that has always operated with a high level of pension expertise.   Our primary niches are:  1):  Highly skilled in testing;  2):  DB/DC combination plans; and 3):  We work with various custodians, but mostly TRP & some Vanguard.  Our programs have a high level of fiduciary protection, and most do not involve an investment adviser.  We do not receive any fees from the investments.

One key reason to add a key administrator is to free the owner to spend more time expanding our 401(k) services to offer Section 3(16) services as a Plan Administrator, and using a specific investment group that is aligned with, but independent of T. Rowe Price, who will choose and monitor the fund lineups as a Section 3(38) fiduciary with full indemnification of the funds offered for 5 basis points.  If feasible, to also create a MEP program.

Senior Pension Plan Administrator: 

We are looking for a skilled plan administrator with NIPA or ASPPA designation(s) or equivalent knowledge to be part of our administrative team.  The candidate should be well versed in DC compliance testing including new comparability.   Although the position will work with combination DB/DC plans, the position does not require defined benefit plan experience. Cases are assigned to a team of two with peer-to-peer checking.  Working remote is an option.

Description of primary job duties:

  1. Running DC compliance testing and contribution calculations on DATAIR and Excel.
  2. For DB Plan:  completing our internal worksheet and comparing testing results to DATAIR.
  3. Drafting contribution letters to clients. 
  4. Reconciling plan asset activity.
  5. Amending plans and reviewing restatements. 
  6. Answering client questions by email and phone.
  7. Preparing government forms and annual valuation reports.

Key opportunities for the right candidate:

The current owner, a CPC is looking to phase out over the next 5 years.  For someone who wants to take on a stronger role with the company, and has the overall skills to help the company run in a more organized and technologically efficient way, as well as being an integral part of the planning and implementation of how the company develops and meets its goals, you could be a key person that works with the other CPC in running the company.  Ownership would be commensurate with the ability to help with and work with the other CPC in continuing the company as the current owner phases out.

Key Ingredients for Success in this position:

  • Pride in your work; a desire to deliver excellent results and customer service. 
  • Adherence to details.
  • Strong analytical and problem solving abilities.
  • Strong written and verbal communication skills. 
  • Ability to multitask.
  • Being organized and ability to plan ahead.
  • Desire and motivation to develop professionally

Experience/Education:

  • 5 years in the retirement industry
  • Bachelor's degree
  • ASPPA or NIPA designations preferred
  • Microsoft Word and Excel skills

How to Apply

To apply, please email your resume to resume@schillerspension.com


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