DC Plan Administrator
San Diego, CA 92109
A-Z plan administration for a caseload of plans, most with 10 - 25 participants; non discrimination testing; 5500 prep; client contact (phone and email) to provide exceptional client service; trust accounting. Fantastic company culture. Use Relius for administration, ftwilliam for 5500s and documents.
--5+ years plan administration experience
--Non discrimination testing experience
--5500 prep experience
--Experience managing a caseload from A-Z
--Excellent client communication skills
Industry Expertise: Defined Contribution, Defined Benefit, 401(k), Qualified Plans, Non Qualified Plans, ESOP, Taft-Hartley, 403(b), ERISA Compliance, Plan Administration, Conversions/Implementation, Wealth Management, Financial Advisors, Institutional Retirement Sales, Wholesaling
Types of Positions: Plan Administration, Conversions/Implementation, Compliance/ERISA, Client Relationship Manager, Education/Enroller, Sales/Wholesaling/DCIO, Wealth/Retirement Financial Advisor, Manager, Director, VP.
The best part of my job: I build and maintain long term relationships. When I help a candidate advance their career and help a client hire the right person, it's a great feeling.