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Senior Defined Benefit Plan Specialist

TPS GROUP

in North Haven CT

Logo for TPS GROUP

TPS Group is an established New England based CEFEX certified TPA firm.  We are proud of our history of providing defined contribution and defined benefit consulting to clients since 1964.

We are seeking an experienced Senior Defined Benefit Specialist.  Candidates local to North Haven CT are preferred, but knowledgeable remote workers who have successfully worked in a TPA environment will be considered.

The position fulfills a variety of administrative duties to assist in servicing of defined benefit and cash balance plans.

The following are the position's primary responsibilities, including, but not limited to:

  • Assisting and providing support to the Defined Benefit Department with the administration and maintenance of the department's clients as well as assisting in managing workflow and providing guidance.
  • Being involved in various aspects of preparation of valuation reports, including worksheets for completeness and accuracy.
  • Assisting in non-routine valuations and special projects.
  • Preparing/reviewing AFTAP certifications.
  • Preparing/reviewing benefit calculations and distribution paperwork.
  • Preparing/reviewing government forms including IRS Form 5500s with related schedules, PBGC premiums, Annual Funding Notices, and summary annual reports.
  • Reviewing plan documents and amendments to ensure all work is in compliance with current plan provisions.
  • Generating clear correspondence, guidance and recommendations to clients and other parties as needed in areas relating to plan administration and compliance.

The following are the positions knowledge/skills requirements:

  • Minimum of 3-5 years of defined benefit experience is required.
  • Relevant knowledge of ERISA, Internal Revenue Code, and other pension related laws and regulations.
  • Ability to use analytical skills to solve problems.
  • Ability to communicate effectively with clients.

Compensation is commensurate with experience and knowledge.  Full Time benefits include Medical with HSA, Dental, Life, Disability, Flexible spending, 401(k), 10 paid holidays and PTO program.

For more information about us, please check us out at www.tpsgroup.com

Applicants must be currently authorized to work in the United States.

We are proud to be an Equal Opportunity Employer, and considers qualified applicants without regard to race, color, creed, religion, ancestry, national origin, sex, sexual orientation, gender identity, age, disability, veteran status or any other factor protected under federal, state or local law.

How to Apply

Applicants should email resume to vlee@tpsgroup.com

NO RECRUITERS PLEASE!


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