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Pension Analyst II

My Benefits, LLC

in Daphne AL / FL / GA / SC

Logo for My Benefits, LLC

Who we are:

My Benefits, LLC is a rapidly growing and industry leading retirement plan consulting firm. With tremendous passion for supporting financial advisors, their business owner clients and retirement plan participants, we are committed to thinking differently and challenging the status quo in the retirement plan industry. We strive to develop innovative solutions to deliver an ideal client experience and help all Americans achieve a dignified retirement.

Headquartered in Vero Beach, FL, with an Administrative Office in Daphne, AL and growing teams in South Carolina and Jacksonville, FL, we truly believe in the magic of a collaborative team environment.  My Benefits, LLC teammates are enthusiastic and imaginative individuals committed to personal and professional development to the betterment of themselves, colleagues, and business partners.

What you will do:

A My Benefits, LLC Pension Analyst II is primarily responsible for partnering with the Plan Administration, Onboarding and Participant Services teams to support the administration, communication and consulting with financial advisors and their business owner clients. This highly motivated, dynamic and articulate individual must be dedicated to helping support the success of teammates, clients and partners.  Your personal interaction skills will be heavily utilized when communicating meaningful deliverables to financial services professionals, business owners, human resource professionals and colleagues. As a My Benefits, LLC Pension Analyst, you will be joining a collaborative team of peers and colleagues working on game-changing retirement plan solutions.

What you will get:

My Benefits, LLC is committed to helping individuals grow their careers in the $5.6 trillion 401(k) retirement plan industry. Our subject matter experts are committed to the development of coachable individuals to ensure that team members gain the industry knowledge, skills, and credentials to develop and grow both personally and professionally.  In addition, our collaborative team approach ensures a plan administrator is provided with the necessary tools, resources, and support to deliver meaningful results to financial advisors, plan sponsors and retirement plan participants.

A My Benefits, LLC Pension Analyst II should expect to receive a:

  • Team of colleagues that care about you and dedicated to supporting you in achieving your professional and personal goals.
  • A competitive and meaningful compensation and benefits package
  • An environment that is focused on having fun together, learning, enjoying your colleagues, the retirement plan industry, and the professionals you will meet along the way.

Job Responsibilities include:

  • Taking direct ownership in facilitating the timely and accurate submission of annual client employee census data and questionnaire responses
  • Retrieve, log, review, and upload annual employee census data provided by plan sponsors
  • Communicate and gather missing and/or inaccurate plan data required for annual plan administration
  • Retrieve yearly statements from recordkeeping vendors
  • Reconciliation of asset and broker statements, as needed
  • Preparation of draft Form 5500 and related schedules from Asset Reconciliations
  • Prepare and upload current year data to compliance system
  • Run/evaluate employee eligibility including identifying HCE/Key employees.
  • Prepare census workbook for Plan Administrator review
  • Obtain and upload vendor data to compliance system
  • Working knowledge of all vendor platforms
  • Assist with vendor platform/recordkeeping updates during onboarding and beyond
  • Complete Asset reconciliation workbook including contribution reconciliations by participant, as needed
  • Identify receivables and work with client to reconcile any variances in contributions.
  • Answer inbound calls from Financial Advisors and Plan Sponsors
  • Provide accurate and timely responses to technical questions, requests for information or navigating our Plan Sponsor Link or compliance questions
  • When necessary escalate calls to the Plan Admin for higher level technical consulting
  • Return calls/messages received before 3:00 pm in same day.
  • Work with internal teams to ensure the highest level of customer service.
  • Special projects including but not limited to RMD’s, Plan Notices, and Involuntary Cash-outs

What you need to bring:

  • Bachelor’s degree preferred
  • Excellent Microsoft Office skills required with heavy emphasis on Excel capabilities
  • Excellent verbal and written communication skills to clearly, confidently, and professionally convey complex subject matter in an approachable way
  • 2 years retirement plan service & support and/or accounting skills preferred
  • Excellent math, analytical, and organization skills; attention to detail
  • Commitment to working in a team environment
  • Goes the extra mile without being asked

No calls to My Benefits, LLC please

How to Apply

To apply, please email your resume to marybethobrien@mybenefits.me


A Verified Employer
My Benefits, LLC has trusted BenefitsLink to help reach qualified candidates for this opening.

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