California Licensed Retirement Plan Administrator

Job Summary

A company is looking for a Combo Retirement Plan Administrator.

Key Responsibilities:

• Manage a caseload of approximately 95 small combo plans, performing A-Z administration
• Prepare Annual Valuation packages and perform annual non-discrimination testing for DB/Cash Balance Plans
• Maintain client relationships, advising on technical and regulatory requirements while ensuring compliance

Required Qualifications:

• Minimum of 5 years experience in administration of qualified combo plans
• Bachelor's Degree in Actuarial Science, Mathematics, Business/Finance, Accounting, Economics, or related fields
• Experience with Relius and FT Williams benefits software is preferred
• Highly organized and detail-oriented with the ability to work independently in a remote environment
• Passion for client service and ability to prioritize and multi-task