Aldrich Retirement Solutions (formerly AKT Retirement Plan Services) is looking for a Pension Administrator interested in growing their career as we grow our retirement plan business. The Pension Administrator has a significant amount of client contact
while providing plan design, compliance, actuarial valuation and technical consulting services for Defined Benefit, Cash Balance and Defined Contribution plans.
Candidates that fit Aldrich and our culture will have a desire to develop and mentor
staff, enjoy working as part of a team, and have a passion for the retirement plan business. The ideal candidate will have excellent organization and communication skills as well as technical plan expertise.
We are open to hiring in any of our
locations, including Salem, Lake Oswego, Carlsbad, San Diego and Anchorage.
Provide timely, accurate and responsive service to ensure client satisfaction
Manage workflow effectively to ensure all
deadlines are met
Prepare and analyze data for use in annual valuations and plan administration
Collect and analyze financial statements received and perform or supervise the completion of plan trust accounting
retirement plan documents
Perform actuarial valuations for traditional Defined Benefit and Cash Balance plans
Perform non-discrimination testing, including coverage testing, ADP/ACP testing for DC plans and combined plan 401(a)(4)
Prepare annual reports for plan sponsors and participants
Prepare Form 5500 including Schedule SB
Assist in implementation of new and takeover retirement plans
Consult on plan design and pension
Desired Skills and Experience
3-5 years of experience in nondiscrimination testing and retirement plan administration with Defined Benefit, Cash Balance and Defined Contribution plans
manage multiple priorities and heavy workload especially during peak periods
Desire to learn and grow professionally
Credentials with a nationally recognized organization (ASPPA or NIPA)
knowledge of ERISA and Internal Revenue Code and Regulations
Strong communication, interpersonal, analytical, and research abilities
Excellent Microsoft Excel and Word skills
Salary And Benefits
employees enjoy a competitive compensation and benefits package, which includes medical, dental, vision, life, and disability insurance, flexible benefits plan, 401(k) plan, profit-sharing, and 401(k) match, paid holidays, as well as vacation and sick
leave in the form of a paid time-off bank and volunteer time.
Aldrich Retirement Solutions LP (formerly AKT Retirement Plan Services LP) is a professional third-party administrator providing a full range of services to
corporate retirement plans. We are affiliated through common ownership with Aldrich CPAs and Advisors LLP.
Aldrich's leadership philosophy encompasses the firm's clearly defined mission, vision, and values: "Helping our
clients achieve their goals." Quality service is the greatest product Aldrich offers. We take great pride in our integrity and ability to deliver on our commitments to clients. We bring fresh and innovative solutions to resolve client issues, and
listen intently to their needs while working to exceed their expectations.
Aldrich is one of those unique professional services firms that has deep technical expertise and resources with a regional presence while still maintaining our
personal service. Aldrich is an equal opportunity employer.