DC Retirement Plan Administrator

    • San Diego, CA

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

-IRC 401(a)(4) Non-discrimination 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 or commensurate work experience

-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 communication 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)

-QPA or APA designation a plus

This is not a remote position

NFP is a leading insurance broker and consultant providing clients with customized employee benefits, property & casualty, and retirement planning through a network of subsidiaries and affiliates.

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