This position is responsible for overseeing the workflow of group of plans assigned; communicating with clients; preparation of 5500 and ERISA reports and conducting compliance testing for plans assigned;
maintaining proficiency in regulatory developments.
Communicate with clients and financial advisors.
Maintain proficiency in regulatory requirements.
Review of annual reports.
Conduct and analyze discrimination testing.
Responsible for year-end allocations (including New Comparability calculations)
Prepare annual 5500 with related forms and reports and assure timely filing.
Review new plan
Assure that plans assigned remain in compliance with current rules and regulations.
Review transaction rejects.
Assist with census problems.
Assist in conducting Plan audits when
As an integral member of the organization, this position is also responsible to provide assistance wherever necessary to help the department and the Company in achieving their
Education / Training:
B.S. Degree in Business or related field, ASPPA designations such as QKA, QPA, or CPC, or commitment to obtain the
Well-developed written and oral communication skills
Proficient mathematics skills
Relate to co-workers and customers with respect, providing clear and detailed
Display an intermediate level competency with Microsoft Word and Excel, as well as personal computer skills
Minimum three years of experience in Pension Plan Administration and