Pension Associates is a 3rd party administration firm located in Stamford, CT.ย 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 entry level Pension Consultant. ย This is a great opportunity to gain the valuable experience for new college graduate with interest in the pension industry.ย
Job Responsibilities:
โข Maintain client and advisor relationships with a high client retention rate
โข Maintain a caseload of about 100 small clients
โข Review and approve ADP/ACP, other non-discrimination testing, Form 5500 and other government forms
โข Proactively communicate with clients and investment advisors about new industry developments
โข Work with CPA, recordkeeper and advisor to ensure a great client experience
โข Consult with clients regarding plan operation and design
โข Manage and prioritize workload towards weekly goals in a results oriented team environment
โข 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:
- Recent college graduate with willingness to learn.ย
- Works well under pressure and deadline.ย
- Excellent written and verbal communication skills
- Excellent organizational skills and a high level of critical thinking
- Some accounting background would be helpful.
- Experience with MS Suite would be helpful.ย
- Position is 100% on-site - no remote work.
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