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Plan Administrator

American Pension LLC

in Berkeley Heights NJ

Logo for American Pension LLC

American Pension, LLC is seeking a Pension Administrator for immediate hire.

This is an excellent opportunity to join American Pension, which has been serving pension administrative needs for the past 47 years. We are a fee-for-service third party retirement plan administration company that provides retirement plan consulting, plan design, and plan administration. We specialize in 401(k) and Profit Sharing plans.

DUTIES AND RESPONSIBILITIES

  • Maintain client relationships on an assigned case load
  • Effectively communicate with clients, financial advisors, and other professionals
  • Effectively and efficiently maintain the case load including but not limited to:
    • Data collection
    • Compliance testing including ADP/ACP, top heavy, 410(b), 401(a)(4), 402(g) and 415 limits
    • Form 5500 and other government filing preparation
    • Support clients through audits
    • Employer calculation contributions (including age-weighted and new comparability)
    • Reconciliation of quarterly/annually brokerage account statements and trust reports
    • Balance forward recordkeeping and statement production
    • Manage benefit processing, including reviewing requests, verifying vesting, and submitting of loan and distribution paperwork to vendors.
    • Answer inquiries from clients and financial advisors.

Qualifications

  • Bachelor’s Degree or equivalent experience
  • 5 - 7 years 401(k) plan administration experience required
  • Working knowledge of Datair software, preferred
  • Proficiency in Microsoft Office
  • Excellent verbal and written skills
  • Knowledge of ERISA regulations and plan documents
  • Strong problem solving and analytical skills
  • Strong interpersonal communication skills, capable of building good working relationships
  • Must be organized, self-motivated, have a strong attention to detail, be able to multi-task, and, most importantly, be team-oriented.

How to Apply

To apply, please email résumé to admin@apc401k.com


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