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Retirement Plan Pension Analyst

My Benefits, LLC

in Daphne AL

My Benefits, LLC

Who we are:

My Benefits, LLC is a rapidly growing and industry leading retirement plan consulting firm. With tremendous passion for supporting financial advisors, their business owner clients and retirement plan participants, we are committed to thinking differently and challenging the status quo in the retirement plan industry. We strive to develop innovative solutions to deliver an ideal client experience and help all Americans achieve a dignified retirement.

Headquartered in Atlanta, GA, with an office in Daphne, AL and growing team in South Carolina, we truly believe in the magic of a collaborative team environment.  My Benefits, LLC teammates are enthusiastic and imaginative individuals committed to personal and professional development to the betterment of themselves, colleagues and business partners.

What you will do:

A My Benefits, LLC Pension Analyst is primarily responsible for partnering with the Plan Administration and Participant Services teams to support the administration, communication and consulting with financial advisors and their business owner clients.  This highly motivated, dynamic and articulate individual must be dedicated to help support the success of teammates, clients and partners.  Your personal interaction skills will be heavily utilized when communicating meaningful deliverables to financial services professionals, business owners, human resource professionals and colleagues.  As a My Benefits, LLC Pension Analyst, you will be joining a collaborative team of peers and colleagues working on game-changing retirement plan solutions.

What you will get:

My Benefits, LLC is committed to helping individuals grow their careers in the $5.6 trillion 401(k) retirement plan industry.  Our subject matter experts are committed to the development of coachable individuals to ensure that team members gain the industry knowledge, skills and credentials to develop and grow both personally and professionally.  In addition, our collaborative team approach ensures a plan administrator is provided with the necessary tools, resources and support to deliver meaningful results to financial advisors, plan sponsors and retirement plan participants.

A My Benefits, LLC Pension Analyst should expect to receive a:

  • Team of colleagues that care about you and dedicated to supporting you in achieving your professional and personal goals
  • A competitive and meaningful compensation and benefits package
  • An environment that is focused on having fun together, learning, enjoying your colleagues, the retirement plan industry and the professionals you will meet along the way

Job Responsibilities include:

  • Taking direct ownership in facilitating the timely and accurate submission of annual client employee census data and questionnaire responses
  • Retrieve, log, review and upload annual employee census data provided by plan sponsors
  • Communicate and gather missing and/or inaccurate plan data required for annual plan administration
  • Run/evaluate employee eligibility including identifying HCE/Key employees
  • Retrieve yearly trust statements from recordkeeping vendors
  • Reconciliation of asset and broker statements, as needed
  • Identify receivables and work with client to reconcile any variances in contributions
  • Preparation of draft Form 5500 and related schedules from Asset Reconciliations
  • Draft additional IRS Forms as needed
  • Answer inbound calls from Financial Advisors,  Plan Sponsors and/or Recordkeepers
  • Provide accurate and timely responses to technical questions, requests for information and/or navigating our secure Plan Sponsor portal
  • Work with internal teams to ensure the highest level of customer service.
  • Special projects including but not limited to RMD’s, Plan Notices, and Involuntary Cash-outs

What you need to bring:

  • Bachelor’s degree preferred
  • Excellent Microsoft Office skills required with heavy emphasis on Excel capabilities
  • Excellent verbal and written communication skills to clearly, confidently and professionally convey complex subject matter in an approachable way
  • Retirement plan service & support and/or accounting skills preferred
  • Excellent math, analytical, and organization skills; attention to detail
  • Commitment to working in a team environment
  • Goes the extra mile without being asked

How to Apply


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