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Defined Benefit Plan Administrator

Pension Investors Corp of Orlando Inc

in Telecommute / Altamonte Springs FL

Logo for Pension Investors Corp of Orlando Inc

Pension Investors Orlando, located in Altamonte Springs, FL, a company that provides third-party administration and actuarial services for 401(k) plans and Defined Benefit plans, has an immediate opening for an experienced Defined Benefit Plan and Cash Balance Plan Administrator.  This position is full time with an assigned caseload.  Primary responsibilities include contribution calculations and plan valuations, plan reports, benefit and distribution calculations, non-discrimination testing including combination with 401(k) Plans, plan documents, and preparation of Form 5500 and related schedules.   In addition, candidates will be responsible for maintaining client and advisor relationships with a high active client retention rate and managing and prioritizing workload towards weekly goals. Our office culture is marked by a congenial staff and an emphasis on teamwork and mutual respect.

Qualifications:

  • Minimum of 5 years of relevant experience in qualified plan administration
  • ASPPA designation preferred
  • Knowledge of current ERISA, IRS and DOL rules and regulations
  • Knowledge of industry specific software a plus: Datair, PensionPro and FtWilliams
  • Proficient in MS Office
  • Excellent written and verbal communication skills; math and customer service skills
  • Good organization and problem-solving skills
  • Ability to work independently, efficiently and in a paperless environment
  • Strong organization skills and attention to detail
  • Self-starting and motivated; committed to excellence; positive attitude

We offer competitive compensation and an excellent benefits package. 

Important:  This is an in-office position.  However, telecommunting will be considered only for the first 90 days of employment.  After 90 days, this position is only in-office. 

How to Apply

Interested candidates, please email your resume to nancy@picorl.com


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