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DC Retirement Plan Administrator - San Diego

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

Job Description:

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 reviewQualifications 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***

Keywords: NFP, San Diego , DC Retirement Plan Administrator - San Diego, Other , San Diego, California

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