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Senior Retirement Plan Administrator

Company: VirtualVocations
Location: Fullerton
Posted on: November 20, 2024

Job Description:

A company is looking for a Senior Retirement Plan Administrator (Remote).



Key Responsibilities

Manage client relationships and plan administration for up to 85 defined contribution plans
Perform annual compliance testing and prepare IRS Forms, including 5500 series and 1099R
Support retirement plan implementation, conversion, and termination processes


Required Qualifications

5+ years of retirement plan administration experience
Bachelor's degree in accounting, finance, or related field, or equivalent professional experience
Proven ability to work with plan documents and understand plan asset reconciliations
Broad knowledge of the retirement plan industry with relevant designations (QKA, QPA, APA, CEBS, etc.)
Proficiency with retirement plan software and Microsoft Office applications; FT William Compliance Software experience preferred

Keywords: VirtualVocations, Aliso Viejo , Senior Retirement Plan Administrator, Accounting, Auditing , Fullerton, California

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