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Senior Pension Consultant

National Benefit Services, A "Remote First" Company

in Remote / Sandy UT

Description

Full-time, fully remote position in retirement benefits administration, regularly working 8 AM to 5 PM, Monday through Friday with 40 + hour work week. Wonderful working environment with opportunity for growth. This position is full-time, salaried, and exempt.

Essential Duties

•  Handle DC plan administration and compliance issues; plan types include Money-Purchase, 401(k), 401(k) Safe Harbor, 403(b), Profit Sharing: Salary Pro-Rata, Integration, Age-Weighted and New Comparability. 
•  Service and develop retirement service relationships for assigned clients.
•  Perform annual compliance testing which entails gathering client data and calculating contributions in a timely manner.
•  Analyze plan assets and prepare trust accounting for pooled investments.
•  Read, analyze and apply plan provisions in accordance with the client’s plan & trust document.
•  Calculate benefit and accounts balances for vested terminations, plan loans, hardship withdrawals, retirement and death benefits.
•  Determine participant eligibility for purposes of vesting and allocation of contributions and forfeitures.
•  Perform all required functions to facilitate a plan conversion for both a traditional plan as well as a daily accounting plan.
•  Prepare IRS Form 5500 and related schedules.
•  Prepare of IRS Form 5310 and related schedules.
•  Perform internal review for any type of distribution calculation, report valuation or any other work which requires a peer review.
•  Recognize compliance issues; research and apply solutions for compliance issues.
•  Maintain current knowledge of retirement service industry trends, including an awareness of current recordkeeping software and legal updates. Professional and Leadership Qualities
•  Effective leadership skills in motivating and coordinating efforts of others.
•  Excellent verbal and written communication skills.
•  Detail oriented, organized and accurate.

Education and Experience 

• Bachelor’s degree or work equivalent required. 1 year retirement plan administration experience is required. 
• Industry Certification Required: Must have ASPPA’s Qualified 401(k) Administrator (QKA) and begin the process of obtaining QPA designation. Bonus paid of $500 after completion of exams. Trinity is committed to pay for all cost associated with the examination process, which includes all study materials and exam registration fees.

Physical Requirements

• This position requires the employee to be seated the majority of the work time.

Note: The statements herein are intended to describe the general nature and level of work for the designated position. The statements are not a complete list of responsibilities, duties, and skills required of personnel so classified. Also, they do not establish a contract for employment, do not eliminate your “at-will” status in anyway, and are subject to change at the discretion of National Benefit Services, LLC.

Regular Business hours are Monday - Friday from 8:00 am to 5:00 pm. Salaried employees are expected to be available during regular business hours.

How to Apply

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