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Pension Associates Inc

Pension Consultant

Stamford, CT

$70K - $95K/yr

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 ...

Pension Associates Inc

Pension Consultant

Stamford, CT · On-site +1

$70K - $95K/yr

Vision insurance 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 ...

Pension Associates Inc

Pension Consultant

Stamford, CT

$70K - $95K/yr

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 ...

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How much do pension associate jobs pay per hour?

As of Jun 1, 2026, the average hourly pay for pension associate in the United States is $19.87, according to ZipRecruiter salary data. Most workers in this role earn between $14.90 and $20.67 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Pension Associate, and why are they important?

To thrive as a Pension Associate, you need a solid understanding of pension plans, benefits administration, and regulatory compliance, often supported by a degree in finance, business, or a related field. Familiarity with pension management software, HR information systems, and advanced Excel skills is typically required. Attention to detail, strong analytical thinking, and clear communication are essential soft skills for this role. These abilities ensure accurate processing, regulatory adherence, and effective service to plan participants.

What are common challenges faced by Pension Associates, and how can they be addressed?

Pension Associates often encounter challenges such as managing large volumes of sensitive data, keeping up with frequent regulatory changes, and ensuring accuracy in processing benefits. Attention to detail and strong organizational skills are essential to minimize errors and maintain compliance. Leveraging technology, staying current with training, and collaborating closely with team members and plan administrators can help Pension Associates overcome these challenges and deliver high-quality service to clients.

What are Pension Associates?

Pension Associates are professionals who help manage employee retirement plans, such as pension funds or 401(k) plans, for organizations or plan participants. They are responsible for ensuring that pension plans comply with regulations, processing plan enrollments and distributions, and assisting clients with questions about their benefits. Pension Associates also maintain accurate records and may assist with plan audits or reporting. Their work helps ensure that employees receive the retirement benefits they are entitled to.

What is the difference between Pension Associate vs Pension Analyst?

AspectPension AssociatePension Analyst
Required CredentialsTypically a bachelor's degree in finance, accounting, or related field; certifications like CFA or actuarial exams are a plusSimilar educational background; often pursuing or holding actuarial credentials or CFA
Work EnvironmentFinancial services firms, pension funds, or consulting companies; administrative and client-focused tasksInvestment firms, pension funds, or consulting; analytical and data-driven responsibilities
Employer & Industry UsageCommonly employed in pension administration and client support rolesFound in investment analysis, risk assessment, and pension fund management

The main difference is that Pension Associates typically handle administrative and client support tasks related to pension plans, while Pension Analysts focus more on analyzing pension fund data, investment performance, and risk assessment. Both roles require similar educational backgrounds and certifications, but their daily responsibilities and focus areas differ within the pension industry.

What cities are hiring for Pension Associate jobs? Cities with the most Pension Associate job openings:
What are the most commonly searched types of Pension jobs? The most popular types of Pension jobs are:
What states have the most Pension Associate jobs? States with the most job openings for Pension Associate jobs include:
Pension Associate jobs near you
Pension Consultant

Pension Consultant

Pension Associates Inc

Stamford, CT

$70K - $95K/yr

Full-time

Posted 22 days ago

Job description

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:
• Must have 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
• Bachelor’s degree in business, accounting, or communication preferred
Applicants who do not meet the minimum qualifications will not be considered at this time.