Benefits:- 401(k)
- Bonus based on performance
- Competitive salary
- Dental insurance
- Free food & snacks
- Health insurance
- Opportunity for advancement
- Paid time off
- Parental leave
- Training & development
- 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 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.
Flexible work from home options available.