We are looking for an experienced Pension
Administrator interested in growing their career as we grow our retirement plan business. The Pension Administrator is responsible for compliance and technical consulting services for Defined Contribution plans.
fit into our firm and culture will enjoy working independently and have a passion for the retirement plan business. The ideal candidate will have excellent organization and communication skills, technical plan expertise and proven strong analytic
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) testing
Prepare annual reports for plan sponsors and participants
Prepare Form 5500
Assist in implementation of new and takeover retirement
Consult on plan design and pension issues
5+ 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)
of ERISA and Internal Revenue Code and Regulations
Strong communication, interpersonal, analytical, and research abilities
Excellent Microsoft Excel and Word skills
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 employer.
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.