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DB and DC Plan Administrator

Tepfer Consulting Group, Ltd.

in Lincolnshire IL

We are a small actuarial and TPA firm in the northern suburbs of Chicago who specializes in providing actuarial, consulting, third party recordkeeping and administration services for small, closely held companies.  We are seeking a qualified individual to fill an immediate opening within our organization.

This position requires that you have a working knowledge of the different types of qualified retirement plans and the law/regulations that govern them.

Job Responsibilities:

  • Reconcile employee data provided by client
  • Reconcile trust assets
  • Perform valuations for defined benefit (including cash balance) and profit sharing (including 401(k)) plans
  • Perform compliance testing under 401(k), 401(m), 401(a)(4), 410(b), 415, 416, etc.
  • Prepare valuation reports and employee statements
  • Process distributions and loans
  • Prepare government filings (including 5500 series, PBGC, 1099-R, 5300 series, 8955-SSA, etc.)
  • Draft plan documents

Qualifications:

  • 3+ years of small plan DB and DC experience for an independent actuarial/TPA firm
  • Knowledge of laws and regulations related to small qualified plans
  • The ability to read and interpret plan documents
  • Strong computer and communication (both written and verbal) skills
  • Excellent organizational and problem-solving skills
  • Detail oriented
  • Can multitask and thrive in a fast-paced environment
  • Is a team player with a willingness to learn and grow but can also work independently
  • ASPPA or NIPA designations (or progression through EA exams) a plus

We offer a flexible work schedule, competitive benefits and compensation package in our casual office.

How to Apply

Qualified candidates please email your resume, cover letter and salary expectations to tepferconsulting@comcast.net for consideration.


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