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Pension Consultant/ Account Manager

McHenry Advisers, Inc

in Telecommute / Columbus OH

Logo for McHenry Advisers, Inc

About McHenry Advisers, Inc.

McHenry Advisers, Inc. is a growing and innovative Actuarial Services firm providing Actuarial, Consulting, Design, and Retirement Plan Administration Services to over 1,200 Qualified Retirement Plan Sponsors, Third Party Administration Firms, and Financial Advisers located throughout the United States.

Pension Consultant/Account Manager

  • Providing proactive and friendly service to our clients and their advisers. 
  • Relationship manager for plan sponsors and financial advisers. 
  • Preparing valuation reports, government form filings, and non-discrimination testing for qualified retirement plans.
  • Preparing Retirement Plan Design Illustrations.
  • Preparing Retirement Plan Documents.
  • Preparing Participant Benefit Option Calculations and Disclosures.
  • Preparing Pension Disclosure Reports for Plan Sponsor Financial Statement Purposes.
  • Gathering and reconciling employee census and plan asset information.
  • Learn Pension Plan design and laws, plan management, and tax minimization strategies.  
  • Grow as a consultant.  
  • Growth mindset. Welcoming to new business and opportunities to help our growing firm and team.
  • Outgoing, positive, upbeat and friendly. 
  • Strong written and verbal communication skills. 
  • Assist us in becoming the preeminent retirement actuarial and administration firm in the United States.

Required:

  • 4 Years of experience working as a pension consultant on Defined Contribution Plans. Defined Benefit Plan or Cash Balance Plan Experience a plus.
  • Efficient - you get work done in a fraction of the time as industry peers
  • Excellent Customer service skills
  • Mission-Driven & Committed - you are passionate about the company's purpose and are immensely productive
  • Experience and familiarity with Microsoft Office programs and email
  • Must be organized, detail oriented, willing to learn, and able to work independently.

How to Apply

Please email your resume to: valerie@mchenry-advisers.com


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