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

Intellyk Inc.

Laboratory Technician Job at Intellyk Inc.

 ...Time) Location: Covington, VA 24426 (Onsite) Shift: Shift: 8am to 12pm Pay Rate: $28.35/hr. Job Description: The Laboratory Technician is responsible for performing testing of pulp and paperboard to ensure the mill meets quality specifications. Required... 

Barracuda Staffing & Consulting

CDL Roll Off Driver Job at Barracuda Staffing & Consulting

 ...We are currently looking to fill a Roll Off Operator position with a company specializing in waste management. As a Roll Off Operator...  ...vehicle and work area. Requirements: Valid commercial driver's license without a manual restriction. At least 1 year of... 

Angel Kids Pediatrics

Independent Contractor - Mental/Behavioral Health Licensed Clinician Job at Angel Kids Pediatrics

 ...HIPAA compliance according to federal guidelines. Education, License or certification Licensure is required: LCSW, LMHC, PhD, LPC, LMFT, PsyD Master's degree in mental health counseling or a related field from an accredited institution. The program must consist... 

Miller International Inc.

Apparel Product Development Manager Job at Miller International Inc.

 ...that embody the essence of Western culture and fashion. We are currently seeking an inspiring and detail-oriented Product Development Manager with exceptional leadership skills to join our team. As the Product Development Manager, you will report directly to the Director... 

IAC - Industrial Accessories Company

Structural Detailer Job at IAC - Industrial Accessories Company

 ...Job Summary: IAC is seeking a skilled Structural Detailer to join our team onsite in Overland Park, Kansas . In this role, you will be responsible for creating precise and detailed technical drawings for steel structures, ensuring compliance with project specifications...