Retirement Plan Assistant


Job Details

We are looking for people who want to be members of a fast growing company, and who will complement our thriving office environment in Rancho Cordova, CA. This position is the entrance point into the retirement industry and offers an excellent career path, a collaborative team environment, and a formal training program. Administrative Associates are responsible for assisting our Administrators in leading their clients through the annual cycle of retirement plan administration. Through training on the below job responsibilities, Associates are equipped for promotion to obtain their own clients, generally within 1-2 years. Once the Administrator role is mastered, multiple career paths are available, including the roles of Senior Administrator, Compliance Administrator & Team Lead.

Job Responsibilities/Duties:

  • Correspond with clients over phone and email
  • Collecting payroll data from clients
  • Scrubbing the payroll data for accuracy or discrepancies
  • Balancing the payroll data against investment statements
  • Calculating the employer matching and profit sharing contributions
  • Preparing the 5500 tax filing form

Qualifications:

  • Character and integrity
  • Aptitude toward math and accounting
  • Minimum 2 years professional office experience
  • Previous banking experience a plus
  • Desire to take ownership of the position and put in hard work
  • Team-oriented personality with the ability to also work independently
  • Good organizational skills and attention to detail
  • Strong verbal and written communication skills
  • Display discreetness, awareness and confidentiality of work
  • Strong multi-tasking capabilities, flexibility, and adaptability.

Benefits:

We offer good compensation, an excellent bonus program, 401(k) plan with employer contributions, health, dental, vision, life, long-term disability insurance, paid vacation, sick pay, and more.

Who We Are:

Nicholas Pension Consultants, a privately held Third Party Administrator pension and consulting firm, is headquartered in Rancho Cordova, CA. We currently administer approximately 4,000 retirement plans and employ over 80 employees, with hundreds of years of combined experience. Our growth has resulted in recognition by INC 5000, as one of the fastest growing companies in America. We purchased and remodeled our office building, including a recreation/exercise room, in order to create a comfortable and permanent home for our staff and our positive and focused team of employees enjoys occasional off-site events and community service projects together. A great opportunity exists at NPC for advancement over time, which can evolve into an enriched, long-term career at NPC. Visit our website at www.nicholaspension.comand reference the following videos to learn more about our company TPC Cycle, NPC Staff, Summer Party, & NPC Games.

- TPC Cycle (

- NPC Staff (

- Summer Party 2021 (

- NPC Games (





 Nicholas Pension Consultants

 06/01/2024

 All cities,CA