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Retirement Analyst Associate

Dunbar, Bender & Zapf, Inc.

(Remote)

Established since 1991, Dunbar, Bender & Zapf, Inc. is a TPA firm located in Green Tree, just outside of downtown Pittsburgh providing recordkeeping, administration and actuarial services for clients' retirement plans.  

Our firm is seeking a defined contribution administrator who is eager to learn full-service plan administration in a team environment. This is a remote position for a qualified individual who exhibits self-discipline, strong communication skills, excellent organization and the ability to function within a team.  

Qualifications: 

• 1-4 years of experience in defined contribution plan administration including census scrubbing, trust accounting, and Form 5500 drafting for large and small plan filers 
• General understanding of non-discrimination testing, plan corrections and compliance concepts 
• Progress toward, or interest in pursuing, ASPPA credentials 
• Experience with Microsoft Office applications, particularly Excel, Word, and Outlook 
• Exposure to FTWilliam compliance software  
• Foundational understanding of business, finance, mathematics, accounting, or related disciplines through education or professional experience 
• Strong verbal and written communication skills 
• Excellent attention to detail and organizational skills 
• Ability to manage multiple priorities while meeting established deadlines 
• Demonstrated willingness to learn new concepts, accept coaching, and develop technical expertise 
• Ability to work independently while collaborating effectively with team members 

Responsibilities may include: 

• Gathering and analyzing data to determine eligibility for participation and contributions 
• Performing discrimination testing 
• Preparing government filings 
• Reviewing/preparing paperwork for distributions and loans and other withdrawal options 
• Identifying and providing corrections for any plan errors through review of the plan document  
• Research of governmental regulations  
• Communicating directly with clients 

How to Apply

Please send a cover letter and resume to Jared Caton at jcaton@dbzinc.com. 

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