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Retirement Plan Administrator

Pension Parameters, Inc.

in Matawan NJ

Logo for Pension Parameters, Inc.

We are an established TPA in the pension benefits space for more than 40 years, administering a variety of retirement plans.  Our client base consists of smaller Defined Benefit, 401 (k) and Profit Sharing plans.  At this time we are looking to add a part-time Retirement Plan Administrator to our team, who will be responsible for maintaining strong client relationships. Remote work is acceptable.

Role and Responsibilities:

  • Managing the day-to-day administration duties and client relationships for a caseload of several dozen qualified plans including Defined Benefit, Profit Sharing and 401(k) plans.
  • Perform annual compliance testing for assigned clients (e.g., 401(g), 415(c), 410(b), 401(a)(26), 404, 430 ADP/ACP, Plan Limits, Top Heavy, etc.) 
  • For Defined Benefit plans, coordinate actuarial valuation reports, participant statements, Annual Funding Notices, and AFTAP preparation.
  • Review or conduct annual combined plan testing for combo clients.
  • Prepare and file IRS Forms (5500 series, 5330, 1099R and related schedules).
  • For Defined Benefit plans, prepare Form 5500-Schedule B for signature, prepare annual PBGC filings and assist with termination filings.
  • Reconcile plan assets by working with Investment Advisor data in various formats.
  • Maintain industry knowledge and share information with team members.

Qualifications:

  • 5+ years experience in Defined Benefit and Defined Contribution administration
  • Strong organizational skills
  • Clear, accurate and professional verbal and written communication skills
  • Strong analytical and problem solving skills
  • Must be able to work independently as well as a team player
  • Experience with Datair software strongly preferred

Benefits:

  • Flexible Schedule
  • Employer-sponsored 401(k) plan with employer contribution
  • Health Insurance
  • Flexible Spending Account
  • Paid Time off
  • Casual work environment

How to Apply

To apply for this position, please email your resume along with a cover letter highlighting your relevant experience and salary expectations to  information@pensionparameters.com


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Pension Parameters, Inc. has trusted BenefitsLink to help reach qualified candidates for this opening.

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