Retirement Plan Administrator Job at FinDec, Stockton, CA

a3R2UGYxeXFzc25NZVVxUUNDYzI3S2FrMGc9PQ==
  • FinDec
  • Stockton, CA

Job Description

Job Description

Job Description

Salary: $65k - $85k

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 Tags

Similar Jobs

Huntsman International LLC

Legal Internship (The Woodlands, Texas) Job at Huntsman International LLC

 ...Job Description : Legal Internship (The Woodlands, Texas) Huntsman is hiring for our 2025 Summer Legal Internship Program. Our summer intern program is tailored to individuals who are currently enrolled full-time students at an accredited four-year college or... 

Wahool

Fashion Brand Ambassador NYC - Flexible Hours & Unlimited Earning Potential Job at Wahool

Wahool, a leading TikTok Shop partner, is an all-in-one fashion dropshipping platform designed for creators, influencers, livestreamers...  ...Amazon-like storefront, list the styles they love and sell at retail price points they set. This is an strong opportunity to make a... 

TekShapers

Cloud data architect Job at TekShapers

 ...Employment type Contract Job Title Google Cloud Platform Data Architect Job Location Dallas, TX(Hybrid) Duration 6 months Experience level L3 Mandatory Skills Job Description 1. 8+ years of experience in data engineering or data... 

Baxter International Inc

Sterilization Quality Engineer Job at Baxter International Inc

 ...This is where you save and sustain lives At Baxter, we are deeply connected by our mission. No matter your role at Baxter, your work makes a positive impact on people around the world. Youll feel a sense of purpose throughout the organization, as we know our work... 

City Winery

Digital Marketing Manager Job at City Winery

 ...the middle of a large city. Position Summary The Digital Marketing Manager will be responsible for paid digital ads, SEO, and...  ...paced live entertainment company that is also a fully functioning restaurant and winery. This is a managerial position, strong experience...