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Administrator - TPA

Cetera Retirement Plan Specialists

in Remote / Roseville CA

Logo for Cetera Retirement Plan Specialists

Want to make a change? Well, there is no time like the present!

Come out of the dark and into the light. Our unique approach to helping Employers help their staff retire with dignity is our purpose. We know that our great ERISA and industry knowledge is best leveraged through relationships with our clients. If you believe this too, we want YOU! We are looking for a motivated TPA Administrator (but, here your title will be “Retirement Plan Consultant”).

We will train you on basic internal procedures, assign you cases and let you get to work.

Our ideal candidate should be able to hit the ground running on day one, with the following skill set:

  • General understanding of ERISA Plan Documents; and
  • Strong working knowledge on ERISA based plans (All Defined Contribution Plans, but brownie points for Defined Benefit/Cash Balance experience); and
  • Proficient with all aspects of IRS compliance testing (ADP/ACP; coverage testing and 401(a)(4) solving); and
  • Proficient in 5500 preparation and applicable schedules and review; and
  • Desire to “Consult” with plan Sponsors, Financial Advisors and CPA’s; and
  • Strong attention to detail and highly organized; and
  • Familiarity working with daily valued platforms and pooled Trustee directed accounts.

You will love our data management tracking system, Pension Pro; say good-bye to spreadsheets!!!   Pension Pro includes a client facing secure portal, coupled with an innovative data management system. You will know where you stand.

100% work from home (with a company who’s been WFH for 10 years!) with frequent virtual check-ins.

Wonderful benefits, including a generous bank of PTO to use at your discretion.

Basic Job Requirements:

  • ASC experience or other pension valuation system helpful; and
  • Pension Designation from ASPPA and /or NIPA preferred; and
  • 2 years of traditional TPA Administrator (DC and/or DB) experience.

How to Apply

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