Retirement Plan Administration Consultant Job at Cetera Financial Group, San Diego, CA

dGV5L3ZNVm51a2RXMG5YMWpUYWhCK2p0NkE9PQ==
  • Cetera Financial Group
  • San Diego, CA

Job Description

At Cetera Retirement Plan Specialists (TPA), we value continuous process improvement with the goal of making things more efficient while providing a better experience for our clients and demonstrating a mindset of owning and seeing issues through to resolution. We are always on the lookout for individuals who thrive on challenges, take initiative, and are committed to making a difference. If you possess these qualities and are eager to join a dedicated team, then we believe that you will thrive in our organization.

We are currently seeking to add a Retirement Plan Administration Consultant to our growing team. This position will be hybrid, work from home and from your nearest Cetera office in El Segundo, CA, San Diego, CA, Dallas, TX, St. Paul, MN, or Des Moines, IA.

What You Need To Have

  • Prior experience working within Third Party Administration
  • Prior experience performing IRS/DOL compliance work associated with pension plan administration typical of a TPA Firm: 410b; 404; 401(a)(4), ADP/ACP, Contribution Calculations
  • Understanding of IRS/DOL pension law and rules; and
  • Knowledge of Preparation of 5500, 5500SF, 8955-SSA and other pension plan related IRS forms and schedules

What You Will Do

  • Preparation and review of annual reporting and use of judgement required on qualified defined contribution and/or defined benefit plans for review including:
  • Review and Interpret the plan document specifications;
  • Prepare optimum annual contribution allocations/outcomes;
  • Review reconciled trust accounts for trustee directed accounts;
  • Perform non-discrimination testing (combined plan where applicable);
  • Calculate maximum benefits (415(b)) as needed;
  • Prepare IRS Forms 5330, and 5500 and all applicable schedules including schedules for

audited plans;

  • Communicate with client, accountant, attorney and investment advisor on plan related

issues. Develop relationships with clients to establish long-term working relationships;

  • Maintain responsibility of client caseload management;
  • Track data received and not received and follow up with related parties to receive data;
  • Review of participant disclosures and notifications;

Compensation

The base annual salary range for this role is $85,000 to $95,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.

Job Tags

Work from home,

Similar Jobs

Southeastern Health Management

Scheduler - CTS (18 English/Spanish) Job at Southeastern Health Management

 ...Job description: Reporting Relationship CTS reports directly to the Clinical Manager Minimum Qualifications High school diploma or equivalent; an associate degree in healthcare administration or a related field is preferred. Minimum of 2 years of scheduling... 

TEEMA

Korean Translator Job at TEEMA

 ...An international high-tech manufacturing company is seeking a Korean-English Translator and Interpreter Contractor for a construction project in Peoria, AZ. You must currently live in the Phoenix area to be considered for the role. ~ Two-year project. ~30 - 40... 

Fresh Baguette

Retail Baker Job at Fresh Baguette

Fresh Baguette is a fast-growing, artisanal bakery known for its high-quality standards and modern atmosphere. The company was founded in Bethesda, MD in 2013, to bring fresh, made-from-scratch organic breads, pastries, sweets, and croissant itemsinspired by bakeries...

Rhino Roofs

Sales Professional Job at Rhino Roofs

 ...-performance company where results come first. We dont play politics we play to win. Our values define us: Raise the Bar We dont settle; we set the standard Win Hard We compete to dominate, not participate Count on Us When we say its... 

Centner Wellness & Spa

Functional Medicine Nurse Practioner Job at Centner Wellness & Spa

 ...Functional Medicine Nurse Practitioner Location: Brickell, Miami, FL Company: Centner Wellness Job Type: Full-Time At Centner Wellness , were more than a wellness centerwere a hub of transformation, innovation, and results-driven care. We combine the...