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Pension Administrator

CPS Insurance Services

in Remote / Newport Beach CA

CPS is searching for a Pension Administrator to join our remote award winning team named a Top Workplace consecutively since 2012 by the OC Register.  The Pension Administrator is responsible for preparing plan documents, plan year end compliance requirements, providing excellent client service and overall service of assigned clients in updating key plan data on an annual basis.

Primary Responsibilities:

1. Strong understanding of IRS & ERISA Regulations
2. Provide pension administration and guidance to clients, and manage small to medium sized clients
3. Prepare defined contribution plan documents
4. Prepare IRS Filings (5500, 5558, 5330, etc) and assists auditors
5. Process distributions (withdrawals, in-service, RMD’s, loans, hardships)
6. Maintains client and due diligence files
7. Assists in completing plan applications, plan document review, and plan implementation
8. Perform with guidance from other team members, routine and recurring plan administration tasks for clients’ defined contribution plans (e.g., benefit calculations, annual data updates, assist with preparation of benefit statements, annual valuation)
9. Work cooperatively with other team members to complete tasks and to ensure unified delivery of services
10. Must have knowledge and experience on working with the Datair system
11. Follow and update documentation materials as directed
12. Maintain complete and accurate work papers and audit trails
13. Adhere to pension plan documents and government regulations in administering plans
14. Perform the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), and 402(g).
15. Other duties as assigned.

Training & Experience:

1. Bachelor’s degree of equivalent combination of education and experience
2. 3+ years of related work experience
3. Professional designation (ASPPA, NIPA, etc.) or progress toward designation preferred
4. Understanding of retirement plan types and operations; as well as knowledge of ERISA guidelines and regulations

How to Apply

If you have what it takes, apply by emailing your resume to HR@cpsinsurance.com

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