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Pension Administrative Consultant

Polycomp Administrative Services, Inc.

in Roseville CA

Position is available AFTER 10/15/17.   We will interview between now and then, as the incumbent moves to a new role within Polycomp.  We seek local candidates only, to work in our Roseville, CA HQ office.

Summary:  Working directly with clients, provide advanced consulting services and annual administration for a large caseload of Qualified Retirement Plans to ensure excellent client service and profitable results.


  • Manage all aspects of administration for assigned caseload, including maintaining accurate aging reports.
  • Focus on goals to meet standard turnaround times, maintain client satisfaction and retention and achieve profitability.
  • Analyze provisions in plan documents to insure compliance with IRS and DOL regulations.
  • Evaluate takeover plans, identify compliance issues, and coordinate transition of data and communicate effectively with client.
  • Assist clients in establishing policies and procedures related to communicating retirement benefits to their employees.
  • Coordinate DOL, IRS and Accountant Audits.
  • Review plan annually to make recommendations to client to maximize tax advantages or other benefits for client.
  • As needed, perform all aspects of administration including contribution calculations and IRS Forms/ annual report preparation.
  • As needed, assist in calculating and processing all distribution types and loans.
  • Ensure current internal policies and procedures are consistently utilized
  • Provide leadership and mentor team members and assist in developing their knowledge and skills.
  • Inform Plan Administration Manager and Administrators of workflow status on a regular basis.
  • Research and resolve technical issues.
  • Assist in checking work prepared by team members.
  • Support change, company policies and procedures in a positive and motivational manner.
  • Assist in special projects as needed; perform other related tasks as required.
  • Meet or exceed all quality, productivity and turnaround goals.
  • May be required to work extra hours during peak periods / or as necessary.

Knowledge and Skills required:

  • Competence in all areas of qualified plans administration commensurate with a Senior Pension Administrator.
  • Knowledge of IRS corrective procedures, deadlines and related penalties.
  • Knowledge of methods for researching DOL, IRS and other related regulations, procedures and correction programs.
  • Thorough understanding of a plan’s administrative cycle, including IRS and DOL filing requirements and deadlines.
  • Thorough understanding of the current laws and regulations governing qualified retirement plans.
  • Thorough understanding of policies and procedures required for timely and compliant plan administration.
  • Ability to effectively communicate, both in writing and orally, with a wide range of external and internal contacts in a professional manner.
  • Ability to encourage and mentor Pension Administrators in a positive manner to achieve enhanced performance.
  • Maintain positive attitude when addressing questions and problems.
  • Ability to work under pressure of deadlines and demanding clients while remaining calm.
  • Work independently.
  • Good organizational skills and ability to set priorities consistent with service standards.
  • Adjust priorities with changes in the annual business cycle of pension administration.
  • Ability to promote a positive and professional working environment.
  • Ability to offer creative solutions to difficult challenges.
  • Ability to problem solve client issues.
  • Analytical and critical-thinking skills.
  • Detail oriented.
  • Excellent interpersonal skills.
  • Demonstrate initiative.
  • Good judgment and decision-making.
  • Software Skills:  Excel, Word, Outlook, Adobe, BillQuick, ASC, CATTS and DGEM

Education / Experience required:

Five+ (5+) years pension administration experience requiring critical thinking, analysis, detail orientation and customer service preferred.  Associate’s degree (AA) or equivalent from two-year college or technical school; or equivalent combination of education and experience.

How to Apply

Please send cover letter and resume to:

Visit our web site.

This ad has been viewed 642 times. It expires on 9/22/2017.

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