Contact Us:

5628 Copley Drive

San Diego, CA 92111

(858) 503-7700 / Fax: (858) 503-7715

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Job Opportunities

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

Responsibilities to include:

· 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 include:

· 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)

Email resume and compensation requirements to info@sdpension.com