Retirement Plan Administrator Job at FinDec, Stockton, CA

SGJSa2xLd3lMdTNKZ09IZmlqbmVOVDBvTnc9PQ==
  • FinDec
  • Stockton, CA

Job Description

Job Description

Job Description

Salary: $65k - $85k

JOB SUMMARY

The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compliance for FinDec’s clients. This team is the go-to subject matter experts on qualified retirement plan rules and operations - often operating as an internal consulting group, defining and guiding retirement plan specific strategic, operational and product improvements across the company. The team ensures cross-functional alignment in iterating and executing the annual retirement plan administration process, overseeing the retirement plan compliance of FinDec’s clients driving client experience.

 

DUTIES & ESSENTIAL JOB FUNCTIONS

 

  • Responsible for all services related to Defined Contribution (DC) plans for both daily valuation and balance forward platforms
  • Census data validation and annual questionnaire review
  • Review and track plan document provisions, restatements and amendments
  • Perform annual data scrub, testing, and track participant balance using the compliance module
  • Perform Trust Accounting
  • Calculate Employer contributions accurately and timely
  • Create and complete Form 5500 and other applicable forms and schedules
  • Create valuation packages for customer review
  • Provide prompt and professional customer responses
  • Identify RMD eligible participants
  • Meet regularly with the Relationship Manager Team to solve problems and improve processes
  • Various ad-hoc other duties as required

 

QUALIFICATIONS

  • Bachelor's Degree from an accredited college or university, finance, and business-related fields preferred
  • Client first attitude with utmost honesty and integrity
  • Broad knowledge of company sponsored benefit plans and
  • Able to lead review meetings with clients and prospects
  • Detail-oriented, accurate, organized, able to set priorities
  • Strong written and verbal communication skills
  • Self-starter takes initiative
  • Team player, collaborative, ready to work with and through others
  • Ability and desire to work in a dynamic and fast-paced environment
  • Proficiency with Word, Excel, PowerPoint, and Outlook
  • Ability to adapt and learn investment and CRM related computer software

REQUIRED

  • Five years experience with retirement plan administration
  • ASPPA credentials which may include Qualified 401(k) Administrator (QKA)
  • Able to learn/work with DGEM’s, ASC, Schwab Retirement Technology (SRT) and Salesforce Platforms

 

PHYSICAL REQUIREMENTS/WORK ENVIRONMENT

Work is primarily sedentary in nature, no special demands are required. The corporation has multiple regional offices which may require travel to the locations. 

Job Tags

Similar Jobs

Headway

Licensed Psychiatric Nurse Practitioner Job at Headway

 ...Job Description Remote Licensed Psychiatric Nurse Practitioner \n \n Wage: Between $130-$203 an hour \n Are you a licensed Psychiatric Nurse looking to launch a private practice, or grow your existing practice? Headway can help you earn more through insurance... 

BJC HealthCare

RN Registered Nurse Hospice Case Manager - South Job at BJC HealthCare

 ...Join our amazing Hospice team and provide peaceful and respectful care for patients in their own homes. RN - Registered Nurse Case manager is assigned a specific caseload of patients while still completing field visits. Schedule 4:30 Monday-Friday 1-2 days... 

Alpha Corporation

Airport Construction Manager Job at Alpha Corporation

 ...providing civil, and structural engineering, program and construction management, project controls, and technology services for various...  ...Manage r will oversee long-term projects at Reagan National Airport performing all aspects of construction management on behalf of... 

Illumination Foundation

Case Manager Job at Illumination Foundation

 ...2+ micro-communities scattered across Orange County, Los Angeles County and the Inland Empire. Job Description The Case Manager is responsible for providing housing advocacy and specialized support for clients. The pay range for this position is $22.00... 

Archways

Peer Recovery Coach Job at Archways

 ...Summary The Recovery Coach plays a crucial role in the journey to recovery and operates under the guidance of the Peer Recovery Support Program Manager. This position is essential in providing hope, encouragement, and support through a community-based approach. Recovery...