Defined Contribution Plan Administrator
San Diego, CA 92109
This is an A-Z plan administration position with a well established company that values work life balance. Use Relius for administration and ftwilliam for documents and 5500s. This position includes completing compliance testing including ADP/ACP, 402(g) limits, 415 limits, 416(c) Top Heavy, 410(b) Coverage, 414(s), New Comparability Cross Testing; trust accounting, annual reporting, 5500 filing, and client contact via phone and email. Interpersonal skills required including ability to interact with all levels at client, vendors, and with coworkers. Analytical skills and high level of accuracy are also important. This is an in-office position and cannot accommodate telecommute.
--3+ years plan administration experience minimum. Ideally, 5+ years experience.
--Experience administering a caseload A - Z including compliance testing, annual reporting, trust accounting, and client contact
--Relius and ftwilliam experience is a plus
--Self motivated and analytical
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.