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Defined Benefit Plan Administrator

Company: NFP
Location: San Diego
Posted on: September 15, 2019

Job Description:

Responsibilities to include:Interpretation of actuarial valuationsGovernment reporting preparationInterpreting benefit calculations and distribution form preparationPartnership & sole proprietor net income calculationsPBGC premium and plan termination form preparationTrust AccountingCompliance and discrimination testingHCE/Key employee determinationConsulting to optimize plan to meet Plan Sponsor's goalsOngoing client communicationQualifications include:Bachelor's degree or commensurate work experience5 to 7 years of experience working with defined benefit plansMust be knowledgeable of ERISA, IRS and DOL rules & regulationsExperience completing all required testing including: 415 limits, 416(c) Top Heavy, 410(b) Coverage, 414(s), 401(a)(26) participation, and 401(a)(4) Nondiscrimination TestingExperience with trust reconciliation and completion of governmental forms (5500 & related schedules, 5330, PBGC premium forms)Excellent verbal and written skillsExcellent interpersonal skills with the ability to interact effectively with all levels of colleagues, vendors, and clientsExcellent analytical skills with attention to detail and high level of accuracyExcellent organizational and time management skillsStrong knowledge of Microsoft Office (e.g., Excel, Word)QPA or APA designation a plus**This is not a remote position**

Keywords: NFP, San Diego , Defined Benefit Plan Administrator, Other , San Diego, California

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