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Senior Pension Administrator

Pension Planners Inc

in Remote / Naples FL

Logo for Pension Planners Inc

We are an independently owned third party administration firm serving clients in Southwest Florida since 1983. We administer 401(k), profit sharing, defined benefit, cash balance and 403(b) plans. Due to our growth, we are looking for a full time senior administrator with 5+ years of experience (QPA, QKA or other designation would be a plus). Candidate should have experience in trust reconciliation, document preparation & interpretation, compliance testing, IRS Form 5500 filings, processing distributions, loans and hardships, and plan valuations. This position also requires strong verbal and written communication skills as well as strong customer service and organizational skills. Our administrators serve our clients in all aspects of pension plan design and administration. Position also requires knowledge of Word and Excel. We use Datair software products for documents, plan valuations and government forms and PensionPal for our contact management system.

Candidate works remotely. Ideal candidate will be familiar with a variety of the field's concepts, practices, and procedures.  Responsibilities may include supervising the work of others. A certain degree of creativity and latitude is expected.

Background check required. We are a drug free workplace.

Our Firm Offers:

  • Friendly staff
  • A professional yet relaxed atmosphere
  • Competitive salaries and discretionary bonus
  • Flexible work arrangements
  • PTO that combines vacation, personal and sick leave plus 10 paid holidays
  • Employer subsidized individual coverage in our group medical plan
  • Employer paid life insurance policy
  • Employer paid disability policy
  • Employer subsidized Health Savings Accounts
  • 401(k) profit-sharing plan with safe harbor nonelective
  • Employer paid approved professional dues and education assistance benefits
  • Reimbursement for approved continuing education for related designation.

How to Apply

Please email your resume to joanne@pensionplanners.net


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

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