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401K Administrator

Company: NFP
Location: Santa Ana
Posted on: January 12, 2022

Job Description:

We're San Diego Pension Consultants (part of NFP Corp.) and our retirement plans and custom design features strategically balance the intricacies of eligibility requirements, contribution allocation formulas, withdrawal rules, IRS compliance, and other complicated technical issues. We're looking for a self-motivated 401(k) / Defined Contribution Plan Administrator to join our team and we offer flexible working arrangements and a great family-style culture.
Position Responsibilities

  • 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), IRC 415, IRC 416, IRC 401(a)(4), ADP/ACP testing
  • 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
    The Ideal Candidate will possess
    • Knowledge 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
    • Strong knowledge of Microsoft Office (e.g., Excel, Word)
    • Software experience with the following or similar: FT Williams, Reliaus, Pension Pro
      • Bachelor's degree preferred
      • 5 to 7 years of experience working with retirement plans
      • QPA or APA designation a plus
        What We OfferSan Diego Pension Consultants and NFP is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
        NFP and You... Better. Together. NFP is an inclusive Equal Employment Opportunity employer.

Keywords: NFP, Santa Ana , 401K Administrator, Other , Santa Ana, California

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