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© All Rights Reserved. ApplyBlast.com
Total Source
The Retirement Plan Optimization Specialist consults with sales teams, financial advisors, and clients to design and optimize qualified retirement plans using New Comparability allocation formulas. This role involves assessing client census data to illustrate employer contributions, performing annual nondiscrimination testing, and ensuring compliance with ERISA regulations. The position requires collaboration across departments to maximize benefits for highly compensated employees while minimizing overall plan funding costs.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Total Source.
Total Source didn’t post a salary, so this is our estimate from similar listings.
25% below the average for this role