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Pension Jobs Jobs (NOW HIRING)

Pension Consultant

Stamford, CT · On-site

$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 Consultant

Stamford, CT · On-site

$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 Consultant

Stamford, CT · On-site

$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 Administrator

Fenton, MO · Remote

$50K - $70K/yr

Position Summary As a Pension Administrator, you will be responsible for the ongoing compliance, administration, and reporting of qualified retirement plans under the ROBS program. Youll work with ...

Position Summary As a Pension Administrator, you will be responsible for the ongoing compliance, administration, and reporting of qualified retirement plans under the ROBS program. You'll work with ...

Pension Administrator

Fenton, MO · On-site

$50K - $70K/yr

Position Summary As a Pension Administrator, you will be responsible for the ongoing compliance, administration, and reporting of qualified retirement plans under the ROBS program. You'll work with ...

Pension Analyst

Chicago, IL · On-site

$25 - $30/hr

This Pension Analyst position offers the opportunity to support a mission-driven benefits organization while gaining hands-on experience in pension administration, financial calculations, and ...

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Pension Consultant

Pension Consultant

Pension Associates Inc

Stamford, CT • On-site

$70K - $95K/yr

Full-time

Re-posted 28 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.