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

United Gear & Assembly

Machine Operator weekend 2nd shift Job at United Gear & Assembly

 ...collaboration, to bring our customers high quality, cost effective solutions, delivered on time. Job Summary: Perform machine operations on Mills, Lathes, Grinders, Hobs and Broaches. ESSENTIAL DUTIES AND RESPONSIBILITIES Reads process sheets, blueprints, and... 

DYNE Hospitality Group

Tropical Smoothie Cafe - Team Member (TX046) Job at DYNE Hospitality Group

Location: 760 Airport Fwy Suite 400 Hurst TX 76054 Work Week : Flexible hours are available! Able to work starting at 5:00 AM or until midnight if required, based on caf hours and availability. Welcome to the DYNE Hospitality Group (Tropical Smoothie Caf...

KYOCERA AVX Components Corporation

Control System Engineer Job at KYOCERA AVX Components Corporation

 ...Position Summary: The Equipment Controls System Engineer is assigned to improve equipment controls systems and to integrate equipment controls systems with higher level production and quality control software systems. Responsible to support the Kyocera AVX initiative... 

LIME Painting® of Northern Colorado

Outside Sales Representative - Premium Home Services Job at LIME Painting® of Northern Colorado

Northern Colorado Full-time $50K-$100K+ OTE Join LIME Painting, the nation's leading premium painting and restoration company for luxury residential and commercial properties. What You'll Do Prospect in high-end neighborhoods and build relationships with builders...

Guthrie

Clinical Assistant- Bariatric Medicine-Full Time Job at Guthrie

 ...required to do phlebotomy. - May perform high level disinfection, based on departmental equipment Other Duties: - Answers telephones and schedules patient appointments. - Takes messages of a medical nature (requests for prescription refills, test results, etc)...