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Senior Pension Administrator
Aldrich Solutions LP
in Lake Oswego OR / WA
Overview We are looking for an energetic and responsive Senior Pension Administrator interested in growing their career as we grow our retirement plan business. The Senior Pension Administrator has a significant amount of client
contact while providing plan design, compliance, and technical consulting services for Defined Contribution plans.
Candidates that fit into our firm and 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.
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
Interpret retirement plan documents
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
Assist in implementation of new and takeover retirement plans
Consult on plan design and pension
10+ years of experience in nondiscrimination testing and retirement plan administration with Defined Contribution plans
Ability to 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)
Extensive knowledge of ERISA and Internal Revenue Code
Strong communication, interpersonal, analytical, and research abilities
Excellent Microsoft Excel and Word skills
About Us Aldrich Retirement Solutions LP is a professional
third-party administrator providing a full range of services to corporate retirement plans.
The Aldrich Group of Companies includes a Top 100 Accounting Firm nationally providing tax, advisory and consulting services. Working closely
with business owners and individuals, The Aldrich Group manages their financial, wealth and tax planning strategies. We serve clients with deep industry expertise in construction, manufacturing, real estate, healthcare, nonprofit, telecommunications,
utilities, professional services, food processing, agribusiness as well as a variety of privately held companies and individual clients. The Aldrich Group includes the following professional services firms: Aldrich CPAs + Advisors LLP, Aldrich Wealth LP,
Aldrich Retirement Solutions LP, Aldrich Benefits LP (dba Aldrich Insurance Solutions LP in California) and Aldrich Business Transitions LP.
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. Aldrich is an equal opportunity
Salary And Benefits Our 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.