Pension Associates Retirement Planning, LLC
Pension Consultant
Pension Associates Retirement Planning, LLC, Stamford, Connecticut, United States, 06925
Pension Associates is a third party administration firm located in Stamford, CT. We have been doing business since 1991 and specialize in both DB / DC plan design, administration and actuarial services. Due to our continued growth, we are currently seeking an experienced Pension Consultant with hands-on experience in compliance and plan administration.
Job Responsibilities:
• Maintain client and advisor relationships with a high client retention rate • Maintain a caseload of about 100 small clients • Review and approve ADP/ACP, other non-discrimination testing, Form 5500 and other government forms • Proactively communicate with clients and investment advisors about new industry developments • Work with CPA, recordkeeper and advisor to ensure a great client experience • Consult with clients regarding plan operation and design • Manage and prioritize workload towards weekly goals in a results oriented team environment • Clearly communicate to the client and advisor regarding the complexities of combo plans, including annual funding requirements, plan design, and deadlines (funding, 5500, PBGC, amendments, etc.)
Qualifications:
• 2 - 5 years experience in Defined Benefit and Defined Contribution administration. Floor Offset and Combo Plan experience desired. Extensive training will be provided if experience is less than 5 years • Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing • Working knowledge of defined Benefit plans including Cash Balance Plans, top heavy requirements, minimum and maximum funding requirements • General understanding of actuarial valuations • General knowledge of PBGC coverage and its requirements • Excellent written and verbal communication skills • Excellent organizational skills and a high level of critical thinking • ASPPA credentials preferred • Datair Pension system experience a plus
How to Apply
If you are interested please email your resume and salary expectations to hr@pensionassociates.com
Flexible work from home options available.
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Job Responsibilities:
• Maintain client and advisor relationships with a high client retention rate • Maintain a caseload of about 100 small clients • Review and approve ADP/ACP, other non-discrimination testing, Form 5500 and other government forms • Proactively communicate with clients and investment advisors about new industry developments • Work with CPA, recordkeeper and advisor to ensure a great client experience • Consult with clients regarding plan operation and design • Manage and prioritize workload towards weekly goals in a results oriented team environment • Clearly communicate to the client and advisor regarding the complexities of combo plans, including annual funding requirements, plan design, and deadlines (funding, 5500, PBGC, amendments, etc.)
Qualifications:
• 2 - 5 years experience in Defined Benefit and Defined Contribution administration. Floor Offset and Combo Plan experience desired. Extensive training will be provided if experience is less than 5 years • Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing • Working knowledge of defined Benefit plans including Cash Balance Plans, top heavy requirements, minimum and maximum funding requirements • General understanding of actuarial valuations • General knowledge of PBGC coverage and its requirements • Excellent written and verbal communication skills • Excellent organizational skills and a high level of critical thinking • ASPPA credentials preferred • Datair Pension system experience a plus
How to Apply
If you are interested please email your resume and salary expectations to hr@pensionassociates.com
Flexible work from home options available.
#J-18808-Ljbffr