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

24 Seven Talent

Administrative Assistant Job at 24 Seven Talent

Job Title: Receptionist/ Administrative Assistant Location: East Rutherford, NJ Pay Rate: $24-$26/hr Start Date: ASAP Duration: Through end of February (potential to extend)5 days on site Overview We are seeking a highly organized Receptionist/ Admin...

CBRE Global Workplace Solutions (GWS)

Area General Manager Job at CBRE Global Workplace Solutions (GWS)

 ...Solutions (GWS) Local is a hard services-led, tailored facility management solution. We self-perform hard services while partnering with...  ...Strategy, and Workplace Experience. About the Role: As a CBRE Area General Manager, you will oversee a small to medium-sized team... 

Grace Federal Solutions LLC

Van Services Driver Job at Grace Federal Solutions LLC

 ...Van Services Driver Evening Shifts Location: North Carolina Employer: Grace Federal Solutions Type: Full-Time | Schedule: Evening shifts with flexibility for weekends and holidays At Grace Federal Solutions , our people are our greatest success. Rooted... 

Madison Medical and Sports Rehabilitation Center

Charge Nurse (RN) - Clinical Operations & Accountability Lead Job at Madison Medical and Sports Rehabilitation Center

 ...Charge Nurse (RN) Clinical Operations & Accountability Lead Company: Madison Medical Location: Madison, NJ Salary: $102,00...  ...certification Minimum 5+ years of clinical nursing experience (outpatient or multidisciplinary setting preferred) Demonstrated... 

Amantine

Fashion Boutique Assistant & Early-Team Hire (Amantine Boutique) Job at Amantine

 ...Company Overview Amantine is a French-inspired online womens boutique known for romantic silhouettes, thoughtful detailing, and timeless femininity. We design and curate collections that evoke beauty, confidence, and effortless elegance. Were entering a significant...