Retirement Plan Administrator

4 weeks ago


Stockton, California, United States FinDec Full time
Job Summary

The Retirement Plan Administration team at FinDec is responsible for ensuring the compliance and accuracy of our clients' retirement plans. As a key member of this team, you will be responsible for performing compliance testing, government reporting, and plan terminations. Your expertise will be invaluable in guiding our clients through the complex world of qualified retirement plan rules and operations.

Key Responsibilities
  • Perform annual data scrub, testing, and track participant balance using the compliance module
  • Review and track plan document provisions, restatements, and amendments
  • Calculate Employer contributions accurately and timely
  • Create and complete Form 5500 and other applicable forms and schedules
  • Provide prompt and professional customer responses
  • Identify RMD eligible participants
Requirements
  • Five years experience with retirement plan administration
  • ASPPA credentials which may include Qualified 401(k) Administrator (QKA)
What We Offer

FinDec offers a dynamic and fast-paced work environment with opportunities for professional growth and development. We are committed to providing our employees with the tools and resources they need to succeed.



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