Junior Retirement Compliance Administrator, BCS

Jobtailor; Chico (CA); On-site; USD 60,000 - 80,000; Full time

Job summary

Jobtailor in Chico, CA seeks a dedicated retirement plan administrator aide to support annual plan administration and compliance testing. You will assist with ADP/ACP, IRC 415 and 414 tests, census analysis, and employer contribution calculations.

You will help review plan documents, prepare Form 5500 filings, and support asset reconciliation under senior guidance. Strong Excel skills and ASPPA credential pursuit are preferred.

Qualifications

• Bachelor's degree in a related field.
• Basic understanding of qualified retirement plans.
• Strong analytical and organizational skills.
• Detail-oriented with ability to manage multiple priorities.
• Excellent written and verbal communication.
• Proficiency in Microsoft Excel and Office.
• 1-2 years of retirement plan administration or related experience preferred.
• Experience with retirement plan compliance testing preferred.
• Experience using CalcAir (Datair) or similar software preferred.
• Progress toward ASPPA designation (QKA or similar) preferred.

Responsibilities

• Assist with annual retirement plan administration and compliance services for qualified retirement plans.
• Prepare and support compliance testing, including: ADP/ACP, IRC 415, 414, Coverage, Top Heavy.
• Analyze participant census data and assist with employer contribution calculations.
• Assist with plan asset reconciliation.
• Review plan documents and amendments to understand provisions and ensure accurate administration.
• Prepare Form 5500 filings under guidance of senior team members.
• Calculate lost earnings for late participant contributions when required.
• Research retirement plan compliance questions and resolve benefit and operational issues.
• Maintain accurate documentation and ensure timely work per IRS/ERISA.
• Collaborate with Compliance Administrators and Consultants across the client base.
• Other duties as assigned.

Skills

Analytical thinking

Communication skills

Attention to detail

Excel proficiency

Multi-tasking

Problem solving

Learn new software

Team collaboration

Education

Bachelor's degree in Mathematics, Accounting, Finance, Business

Tools

CalcAir (Datair)

Job description

• Assist with annual retirement plan administration and compliance services for qualified retirement plans.
• Prepare and support compliance testing, including:
  • ADP/ACP Testing
  • IRC Section 415 Testing
  • IRC Section 414 Testing
  • Coverage Testing
  • Top Heavy Testing
• Analyze participant census data and assist with employer contribution calculations.
• Assist with plan asset reconciliation.
• Review plan documents and amendments to understand plan provisions and ensure accurate administration.
• Prepare Form 5500 filings under the guidance of senior team members.
• Calculate lost earnings for late participant contributions when required.
• Research retirement plan compliance questions and assist in resolving benefit and operational issues.
• Maintain accurate documentation and ensure work is completed timely and in accordance with IRS and ERISA requirements.
• Collaborate with Compliance Administrators and Consultants to support retirement plans across the firm's client base.
• Other duties as assigned.

Requirements

• Bachelor's degree in Mathematics, Accounting, Finance, Business, or a related field.
• Basic understanding of qualified retirement plans and retirement plan administration.
• Strong analytical, organizational, and problem-solving skills.
• Excellent attention to detail and ability to manage multiple priorities.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Excel and other Microsoft Office applications.
• Ability to learn new software and retirement plan regulations.
• 1-2 years of retirement plan administration, retirement plan compliance, or related experience preferred.
• Experience with retirement plan compliance testing or annual administration preferred.
• Experience using CalcAir (Datair) or similar retirement plan administration software preferred.
• Progress toward or interest in pursuing an ASPPA designation (QKA or other credential) preferred.
• Experience working in a TPA or retirement plan consulting environment preferred.

Core Competencies

Demonstrates expertise in retirement plan administration and compliance, including proficiency in compliance testing and documentation. Strong analytical and organizational skills are essential for managing multiple priorities and ensuring adherence to IRS and ERISA requirements.