DC Plan Administrator

San Diego, CA 92109

Posted: 05/16/2019 Industry: Employee Benefits & Retirement Services Job Number: SC 5/16/19 #2 Pay Rate: $60,000-$70,000

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



Sue Czepiel
Executive Recruiter

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.

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