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Plan Administrator (TPA)

ForUsAll

in Remote / San Carlos CA

Logo for ForUsAll

Overview

We believe all Americans should have the same investment opportunities as professionals, so we've launched the Alt401(k) - the first retirement plan to give individuals access to both traditional and alternative investments. There are over $7T in 401(k) assets that are locked into traditional mutual funds. There is a huge and unmet demand for access to alternative investments like cryptocurrency. We are unlocking the 401(k) to make that possible, and provide access, education and guidance so that smaller investors have the same opportunities as the professionals.

Your Opportunity

We’re growing our Compliance Team! This is an exciting opportunity for an experienced TPA who wants to be part of a team of highly motivated, mission-driven, individuals who are responsible for ensuring that the plans on our platform comply with all IRS and DOL regulations.  As a retirement plan administrator, you will:

Day to Day

  • Act as the authority on DOL guidelines and regulations for plan administration
  • Be our subject-matter-expert and partner with our software development team to help build tools to automate plan administration and compliance.
  • Work with other internal teams and record keeping partners to oversee plan administration for our clients.
  • Complete annual trust accounting and plan valuations, including Form 5500 and all required schedules.
  • Calculate employer contributions including-profit sharing, determining participant eligibility, allocating earnings and contributions, and reviewing all plan distributions.
  • Prepare IRS mandated testing for defined contribution plans. 
  • Recommend correction methods and/or plan design changes in order to achieve client goals for the plan.
  • Prepare annual compliance packages, including non-discrimination testing and Tax filings for client plans.
  • Prepare plan documents and plan amendments, as well as other filings, on behalf of our clients.
  • Effectively explain plan design features and address questions to ensure our clients fully understand their individualized plans.
  • Other administrative projects as needed.

Requirements

  • Bachelor's degree in Business, Finance, or other quantitative focus
  • 3+ years of professional experience as a TPA
  • Experience with Relius and FT Williams
  • NIPA or ASSPA designation strongly preferred

If this sounds like you -- apply today!

How to Apply

Apply Now


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