5628 Copley Drive San Diego, CA 92111

Career Opportunities

  • Plan Administrator

    Career opportunity for a self-motivated plan administrator looking for a flexible work environment at the premier San Diego TPA firm.

    Responsibilities

    • Confirmation of participant eligibility
    • Calculation of employer contributions (including cross-testing/partnerships & sole proprietors)
    • Deposit reconciliation
    • Trust Accounting
    • HCE/Key employee determination
    • IRC 410(b) Ratio Percentage Test
    • IRC 415 Annual Additions Test
    • IRC 416 Top-Heavy Test
    • ADP/ACP Non-discrimination Test
    • Supplementary PPA Statements
    • Annual Required Participant Notices
    • Participant vesting calculation
    • Preparation of Form 5500 & all related schedules
    • Consulting to optimize plan to meet Plan Sponsor's goals
    • Distribution & loan review

    Qualifications

    • Bachelor's degree desired
    • 5 to 7 years of experience working with retirement plans
    • Must be knowledgeable of ERISA, IRS and DOL rules & regulations
    • Experience completing all required testing including: ADP/ACP, 402(g) limits, 415 limits, 416(c) Top Heavy, 410(b) Coverage, 414(s), New Comparability Cross Testing
    • Experience with trust reconciliation and completion of governmental forms (5500 & related schedules, 5330, 8955-SSA), experience working on 5500 plan audits
    • Excellent verbal and written skills
    • Excellent interpersonal skills with the ability to interact effectively with all levels of colleagues, vendors and clients
    • Excellent analytical skills with attention to detail and high level of accuracy
    • Excellent organizational and time management skills
    • Strong knowledge of Microsoft Office (e.g., Excel, Word)

SD Pension is by no means the first company that I have worked with for defined benefit plan services. It’s not the first, but it’s clearly the best. DBP’s are complex; mistakes have serious ramifications and, yet, you can’t ignore them because the tax benefits are significant. Two things make SD Pension unique in the field. First, you have easy access to smart people that have been in the field for years if not decades. They are accessible; they have seen your concerns before; they know the answers. Second, they’re are not just focused on your this year tax return. Getting into these plans and managing these plans is one thing; preparing for a proper exit is quite another and, done incorrectly, can rob you of many of the benefits. Once again, SD Pensions has been there before and they can provide the needed advice. Bottom line, SD Pensions is simply the best.

John Major