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

CyberCoders

Superintendent Job at CyberCoders

 ...Responsibilities Oversee and coordinate all site activities and ensure project milestones are met. Manage site staff and subcontractors to ensure effective communication and collaboration. Conduct regular site inspections to ensure adherence to safety regulations... 

Ballinger Group

Internal Auditor Job at Ballinger Group

 ...ensuring a stable and dynamic financial future for our organization. If you are passionate about Internal Audit, we invite you to join us at Ballinger as our Internal Auditor in Malta. Together, we will continue to grow and succeed as leaders in the financial industry.... 

One World Global Services

Spanish: Interpreter Colombia Job at One World Global Services

 ...Job Title: Remote Interpreter Spanish to English We are seeking a highly skilled remote interpreter to facilitate communication between Spanish and English speakers. This role is crucial in ensuring clear and accurate communication. The ideal candidate must have... 

Apex Systems

Network Engineer II Job at Apex Systems

 ...learning. Opportunities for career growth and certifications. Competitive compensation and benefits package. EEO Employer Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed,... 

JSG (Johnson Service Group, Inc.)

Eligibility Specialist II Job at JSG (Johnson Service Group, Inc.)

 ...Eligibility Specialist II. This position is fully remote. Bi-lingual Spanish Work Schedule: Monday-Friday. 7:00am-4:00pm Pay: $19.00 per hour...  ...provider with 40 MB download and 10 MB upload speeds. Home router with wired Ethernet (wireless connections and hotspots...