10 Jobs in Stockton, CA
Findec is Hiring a Retirement Plan Administrator Near Stockton, CA
JOB SUMMARY
The Retirement Plan Administration (RPA) team is responsible for the compliance testing, government reporting, plan terminations, and retirement plan compliance for FinDec’s clients. This team is the go-to subject matter experts on qualified retirement plan rules and operations - often operating as an internal consulting group, defining and guiding retirement plan specific strategic, operational and product improvements across the company. The team ensures cross-functional alignment in iterating and executing the annual retirement plan administration process, overseeing the retirement plan compliance of FinDec’s clients driving client experience.
DUTIES & ESSENTIAL JOB FUNCTIONS
- Responsible for all services related to Defined Contribution (DC) plans for both daily valuation and balance forward platforms
- Census data validation and annual questionnaire review
- Review and track plan document provisions, restatements and amendments
- Perform annual data scrub, testing, and track participant balance using the compliance module
- Perform Trust Accounting
- Calculate Employer contributions accurately and timely
- Create and complete Form 5500 and other applicable forms and schedules
- Create valuation packages for customer review
- Provide prompt and professional customer responses
- Identify RMD eligible participants
- Meet regularly with the Relationship Manager Team to solve problems and improve processes
- Various ad-hoc other duties as required
QUALIFICATIONS
- Bachelor's Degree from an accredited college or university, finance, and business-related fields preferred
- Client first attitude with utmost honesty and integrity
- Broad knowledge of company sponsored benefit plans and
- Able to lead review meetings with clients and prospects
- Detail-oriented, accurate, organized, able to set priorities
- Strong written and verbal communication skills
- Self-starter takes initiative
- Team player, collaborative, ready to work with and through others
- Ability and desire to work in a dynamic and fast-paced environment
- Proficiency with Word, Excel, PowerPoint, and Outlook
- Ability to adapt and learn investment and CRM related computer software
REQUIRED
- Five years experience with retirement plan administration
- ASPPA credentials which may include Qualified 401(k) Administrator (QKA)
- Able to learn/work with DGEM’s, ASC, Schwab Retirement Technology (SRT) and Salesforce Platforms
PHYSICAL REQUIREMENTS/WORK ENVIRONMENT
Work is primarily sedentary in nature, no special demands are required. The corporation has multiple regional offices which may require travel to the locations.
Job Summary
Full Time
$66k-95k (estimate)
04/25/2024
06/23/2024
findec.co
The job skills required for Retirement Plan Administrator include Retirement Plans, Accounting, Consulting, Verbal Communication, Initiative, etc. Having related job skills and expertise will give you an advantage when applying to be a Retirement Plan Administrator. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Retirement Plan Administrator. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Retirement Plan Administrator positions, which can be used as a reference in future career path planning. As a Retirement Plan Administrator, it can be promoted into senior positions as an Enrollment & Billing Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Retirement Plan Administrator. You can explore the career advancement for a Retirement Plan Administrator below and select your interested title to get hiring information.
Similar Jobs
Popular Articles
