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Retirement Plan Administrator

Premier Plan Consultants

in Remote / San Diego CA

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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