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Senior Retirement Analyst

Dunbar, Bender & Zapf, Inc.

in Pittsburgh PA / Telecommute

Dunbar, Bender & Zapf

Dunbar, Bender & Zapf, Inc., is a third party pension and consulting firm, located in the heart of downtown Pittsburgh.  Since 1991, our professionals have provided companies, with recordkeeping, administration and actuarial services for their retirement plans. Dunbar, Bender & Zapf, Inc. provides services to more than 2,500 clients ranging in size from one to over a thousand employees.

As a firm, DBZ believes that our growth is a reflection of the success of our clients and our employees. We spend significant time and resources to train and educate each of our employees. Of the 56 employees that make up our benefits team, 31 employees hold designations through the American Society of Pension Professionals and Actuaries (ASPPA). 

In addition to educational support, DBZ provides competitive pay (including incentive program) and comprehensive benefit package.  Included in this package is a generous health, vision and dental insurance program, retirement plan, group term life, long-term disability insurance and paid-time off.  We offer a casual work environment and flexible schedule in addition to paid exam fees, test materials and study time for the ASPPA Exams.

Eligible candidates living in the Pittsburgh area will have the potential of partial remote capability.  There are also fully remote positions available for those who do not live in the Pittsburgh.

We are looking to fill multiple positions at Dunbar, Bender & Zapf, Inc. To be a Senior Retirement Analyst with DBZ, the qualified candidate would have:

  • Minimum of 5 years of experience with defined contribution recordkeeping.
  • Bachelor’s degree in a business related field or combination of education and industry experience.
  • Professional designations (ASPPA, NIPA) preferred.
  • Proficient using Excel, Word, and Adobe.
  • Relius experience preferred.
  • PensionPro experience helpful.
  • ESOP administration experience helpful.

Qualified candidate must be able to:

  • Develop and maintain client and advisor relationships. Effectively communicating, addressing client issues, providing necessary research, problem solving and resolution support.
  • Review, interpret and apply provisions of defined contribution plan documents.
  • Gather and analyze census data to determine eligibility for participation and contributions.
  • Calculate contributions and complete trust accounting. Identify issues and assists in resolving discrepancies.
  • Perform all compliance testing (i.e.; Top Heavy, 415, 401(a)(4), ADP/ACP, 410(b) etc.).
  • Complete valuation reports. Produce standard and ad hoc client reports. 
  • Prepare required government reporting form, schedules and attachments. Prepares notices, disclosures, and statements.
  • Process distribution requests. Verify vesting. Calculate amount available for loans and hardships.
  • Proactively and independently manage a book of business; Maintain a caseload of about 100 clients.
  • Assist with special projects: internal training programs, helping to create processes to increase efficiencies, etc.
  • Serve as technical resource to DC team.
  • Mentor and review output of less experienced analysts and staff.Provide guidance and training as required.
  • Attend client and professional advisor meetings.

Attributes which will make you the right person for this position:

  • Client focused.
  • Excellent communication skills: listening, interpersonal, written, and oral.
  • Highly motivated and organized.
  • Committed to working in a collaborative environment and enhancing the team.
  • Ability to effectively prioritize and execute tasks while under pressure.
  • Committed to continually enhancing technical skills and professional development.
  • Coachable.
  • Ability to efficiently and creatively solve problems.
  • Highly analytical with a focus on details.

Offers for employment are conditioned upon satisfactory completion of our employment screening process (including, but not limited to, a review of past employment and education records, background investigation, and/or credit check).

How to Apply

Please send email to tframbes@dbzinc.com with the Job Title in the subject line.


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