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Plan Consultant

BPAS

in Remote / Syracuse NY

General Responsibilities:

This position is responsible for obtaining data from clients and following up; preparing quarterly and/or annual administration; preparing reports and tax forms and running various tests including ADP, ACP, etc.; checking and monitoring loan and distribution requests; handling IRS and internal client audits; assisting other Pension Administrators whenever necessary; and other duties.

Essential Duties:

1. Request data from client and follow up as needed.
2. Prepare quarterly and/or annual administration including trust accounting and computer work.
3. Respond to client inquiries and develop client relationships.
4. Prepare 5500 and ERISA report and accompanying tax forms for each plan.
5. Prepare and run the following tests:
   • ADP, ACP, 410(b) and other tests as required.
6. Monitor 415 and 402(g) limits.
7. Check distributions:
   • Terminations, hardship withdrawals, in-service withdrawals, 70 ½.
8. Check and monitor loan requests and prepare loan paperwork.
9. Calculate annual employer profit sharing and year-end or true up matching contributions.
10. Monitor incoming receipts of monthly, quarterly and annual information from the client and investment companies.
11. Process Plan terminations.
12. Review documents prepared by the Documents Team for new and restated Plans to the IRS.
13. Review amendments as needed.
14. Handle IRS and internal client audits.
15. Check work of other Pension Administrators.
16. Answer questions of other Pension Administrators.
17. Cover for the other Pension Administrators.
18. Assist in developing forms, procedures, and other materials.
19. Research special questions, new rules and regulations.
20. Ensure database reports are current.
21. Monitor Plans to ensure compliance with current laws and regulations.
22. Consult clients on rules and regulations surrounding the administration of QDROs.
23. Be available for on-site client committee meetings and annual reviews.
24. Assist the Sales Team with the completion of RFPs.
25. Assist the Conversion Team with the set up of new clients.

Ancillary Duties:

Perform other related duties as assigned or directed.

Education/Training:  Bachelor’s degree in Business Administration or related field required.

Skills:  Good customer service, communication, and analytical skills. Must be highly organized with an attention to detail. Must have solid project management experience and the ability to multitask. Must be knowledgeable with computers and have the ability to work well with others.

Experience:  A minimum of 3 years related experience necessary, as well as experience in Pension Plan Administration and Retirement Industry knowledge.

How to Apply

To apply, please email your resume to Dan Kennedy at Daniel.Kennedy@cbna.com

Apply Now

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