01Overview
REMOTE POSITION / FULL TIME
Looking for a DC and/or DB third-party retirement plan administrator / TPA. We are a growing TPA firm in Los Angeles. We use DATAIR for pension software and valuations and ASC for documents. College graduate required. Good knowledge of Outlook, Excel and Word required. Fully remote position.
Assist with all aspects of retirement plan administration for 401k, Profit Sharing, Cash Balance and Defined Benefit Pension Plans.
Communicate with clients over the phone and through email.
Prepare client invoices.
Track receipt of required documents and forms from clients, and follow up on open items to ensure that we are able to meet filing deadlines on behalf of our clients.
Loan Document preparation.
Participant distribution preparation and communication.
Other duties, as assigned.
Knowledge of:
Various recordkeepers (American Funds, Empower, Principal, John Hancock)
PenChecks
ERISA / plan documents
IRS Forms 5500,1099-R and 945
Excel, Word, Adobe, Docu Sign, Outlook
Must be able to understand a balance sheet and reconcile receivables.
Credentials: QKA, QPA, ERPA or similar designations
System: Datair (valuation & tax returns) & ASC (documents)
Bi-lingual (Spanish) a plus
Job Type: Full-time
Compensation: $75,000 - $100,000 / year, depending on experience and credentials (QKA, QKC, QPA, CPC)
Benefit Conditions:
60 day wait for health, vision, dental and 12 month wait for 401k
Work Location:
Fully Remote
Job Type: Full-time
Compensation: From $75,000.00 per year
Benefits:
401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Retirement plan
Vision insurance
Education:
Bachelor's (Required)
Experience:
Retirement Plan Administration / TPA: 5 years (Required)
ERISA: 5 years (Required)
Work Location: Remote
Apply To this Job
Company : Douglas M. Farr & Company, Inc.
Salary : 75K a year .
