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

Addison Group

Senior Administrative Assistant Job at Addison Group

Position: Senior Administrative Assistant Location: Houston, TX Employment Type: Contract to Hire Schedule: M-F 8-5pm Pay: $38 - $43 / Hour DOE Benefits: This position is eligible for medical, dental, vision, and 401(k). Description: Meeting coordination...

Commonwealth Medical Services

Obstetrics & Gynecology (OB/GYN) Physician - Iowa Job at Commonwealth Medical Services

 ...Obstetrics & Gynecology (OB/GYN) Physician Position Summary The Obstetrics and Gynecology Physician provides comprehensive medical and surgical care to women across the lifespan. This role includes preventive care, management of acute and chronic gynecologic conditions... 

Outcomes®

Client Support Rep Job at Outcomes®

Job Summary The Client Support Representative delivers high-level service, support, and solutions to customers using specific tools and phone systems, teleconference tools, and remote connection. The Client Support Representative will answer a high volume of calls from...

LHH

Freight Forwarder Job at LHH

 ...updates on shipment status and act as a single point of contact. Shipment Management : Track cargo, arrange storage, consolidate freight, and manage inventory during transit. Core Skills & Attributes Strong organizational and problem-solving skills.... 

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...