Job Description

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C-Ben Group is a boutique, full-service retirement consulting firm and third-party administrator (TPA) in the San Francisco Bay Area. Our team has over 80 years of combined experience working at large international benefit consulting firms and local TPA firms. We enjoy helping our clients design and manage their retirement plans. As our business has grown over the years, we are excited to expand our team and welcome someone who wishes to grow their career alongside fun and supportive colleagues.

As a Senior Retirement Plan Administrator, you will:

• Be responsible for the annual administration work on your assigned caseload of plans review and reconcile census data and trust assets, determine eligibility, perform nondiscrimination testing, allocate contributions, prepare 5500s, provide audit support, approve distributions and loans, review or draft employee communications, assist in preparing plan amendments or restatements
• Communicate directly with clients and their recordkeeper, auditor and advisor, providing clear explanations and guidance as their primary day-to-day contact
• Respond timely to questions and requests
• Build and sustain strong working relationships with clients and their services providers

Wed love to hear from you if you:

• Enjoy working with people
• Thrive in a collaborative and supportive environment
• Take initiative and have timely follow-through
• Effectively multi-task and prioritize to meet deadlines
• Are self-motivated but also a team player
• Bring strong analytical skills
• Adapt easily to changing priorities and remain flexible

What is required of you:

• Proven experience as a retirement plan administrator with a minimum of 5 to 8 years of progressive responsibilities
• ASPPA, QKA, QPA, or CEBS credential preferred
• College degree, preferably in accounting, mathematics, finance, or related field
• Experience with ASC Administration System preferred, but not required
• Proficiency in Microsoft Office Word, Excel, Outlook
• Excellent verbal and written communication skills
• Attention to detail and accuracy in work
• Professional demeanor with a positive attitude
• Willingness to stay current and informed on retirement plan regulations
• Ability to work independently and in a collaborative team environment
• Ability to attend monthly in-person company meetings in the San Francisco Bay Area

What you will get:

• Career Growth : We offer you the opportunity to develop your career and skills in a supportive environment.
• Mentorship : We will leverage our experience to coach, mentor and guide you in your professional development.
• Continued Education: We encourage you to continue to grow professionally and will pay for professional memberships and continuing education.
• Flexibility : We offer flexibility in the work week, based on the agreed upon schedule. This position can be full-time or part-time.

Compensation and Benefits:

• Base Salary, depending on experience and qualifications
• Annual Bonus
• Paid time off and 10 office holidays
• 401(k) plan with company contributions
• Exempt position, not eligible for overtime

Work Location/Hours:

• Work from home, but must be available during business hours
• Must work from USA and be authorized to work for any US employer
• 40-hour work week; negotiable for part-time work

How to Apply:

Qualified candidates should send a cover letter and CV to jackiechinms@gmail.com

Learn more about C-Ben Group at:

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Business Consulting and Services

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