DB/DC Retirement Plan Administrator Job at Primark Benefits, Santa Rosa, CA

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  • Primark Benefits
  • Santa Rosa, CA

Job Description

Job Summary:  Primark Benefits is looking for an experienced Defined Benefit / Defined Contribution (DB/DC) Pension Administrator with excellent communication, IRS regulation/compliance knowledge and problem-solving skills. The position will provide complete plan administration for a caseload of retirement plans, including consulting time with the client and/or their advisors

Responsibilities:

Completion of entire annual administration cycle for defined benefit and defined contribution plans (including all testing and valuations, distributions/loans, asset reconciliations and forward-thinking consultation with clients). Familiarity with special engagements like audits, EPCRS, etc. a plus.

Qualifications:

· At least 5 years’ experience in DB/DC Combo work - Required

· Proficient in complex Section 401(a)(4) and 401(a)(26) testing - Required

· Experience preparing proposals - a plus

· Proficiency in Microsoft Office suite of programs preferred - Preferred

· Experience with ASC Compliance Systems, FTWilliam 5500 and Pension Pro – Strongly Preferred

· QPA Designation - Preferred

· Other ASPPA or NIPA Credentials Preferred

 

Base pay for this position is between $85,000 - $120,000 depending on experience.

Primark Benefits has a solid reputation for providing complete and accurate administration, record keeping, compliance, and consulting services for retirement plans. 

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