About the position
At Cetera Retirement Plan Specialists (TPA), we value continuous process improvement with the goal of making things more efficient while providing a better experience for our clients and demonstrating a mindset of owning and seeing issues through to resolution. We are always on the lookout for individuals who thrive on challenges, take initiative, and are committed to making a difference. If you possess these qualities and are eager to join a dedicated team, then we believe that you will thrive in our organization. We are currently seeking to add a Retirement Plan Consultant to our growing team. This position will be hybrid, work from home and from your nearest Cetera office in El Segundo, CA, San Diego, CA, Dallas (Coppell), St. Paul, MN, St. Cloud, MN or Des Moines, IA.
Responsibilities
- Maintain responsibility of client caseload management
- Deliver testing results and year end packages to clients. Make sure any compliance corrections are completed timely and 5500s are signed and filed timely
- Track data received/not received from clients and follow up accordingly
- Consult with clients, advisors and other parties on plan related issues to develop long-term relationships.
Requirements
- At least 3 years of Defined Contribution Plan Administration experience
- Strong organizational skills, able to work independently in a fast paced environment to meet deadlines while maintaining attention to detail.
Nice-to-haves
- Cash Balance/Defined Benefit Plan Administration experience a plus (but not required)
- Perform compliance work related to cross-testing and ADP/ACP testing for DC plans
- Calculation of profit sharing contributions using new comparability allocation methods
