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Senior Pension Analyst

United Retirement Plan Consultants

in Dublin OH


United Retirement Plan Consultants (URPC) is one of the largest national providers of retirement plan design, consulting and administration for small to mid-size employers and are currently seeking a responsible, "Can Do" Senior Pension Analyst for our office in Dublin, Ohio.

This is an exciting time to join us as we continue to grow and we are looking for those enjoy a challenge. If you seek  a rewarding career and a company committed to excellence, we want to talk with you.  We value your experience, your professionalism, and your client-centric approach to service.

Principal Duties and Responsibilities (Essential Functions):

Perform the following plan administration functions under the direction of AVP and in accordance with established metrics:

  • Data entry / data management of client information (manual and digital formats)
  • Review census data for missing/inconsistent data, reconcile totals with data provided
  • Trust Account Reconciliation
  • Contact client or CRM for missing data
  • Perform full annual administration tasks on DC plans (for combined DB-DC plan clients)
  • Benefit distribution calculations, preparation of distribution forms package
  • Preparation of Forms 1099-R, maintenance of 1099-R records for YE filing
  • Annual update of ASC files (including document review & updating ASC PLV's)
  • Identify Key Employees & HCEs
  • For DB Plan BOY Valuations, enter contributions, re-run valuation in order to complete gov't forms
  • Run initial valuation, review eligibility, vesting, compensation averaging, TH benefits, accrued and projected benefit calculations
  • Perform 410(b) coverage test, ADP/ACP test
  • Reconcile DC plan assets with account balances in ASC - run Summary of Accounts
  • Assist in preparation of annual valuation reports
  • Prepare draft 5500 and Schedules including Schedule B/SB
  • Review own work for accuracy
  • Bring issues to technical meeting
  • Work with Client Relationship Management Team on all projects as assigned
  • Responsible for organization of client file
  • Responsible for status updates in database for completion of work assigned
  • Perform additional responsibilities and projects as may be assigned periodically

As you might expect, candidates should possess strong problem solving, organizational skills, innovative thinking, time management and customer service skills and place an emphasis on quality work.

Related Experience

  • Minimum of 2 years Defined Benefit administration experience
  • ASC experience preferred.
  • Experience with Defined Benefit plans required. Experience with Hybrid and Floor Offset DB plans preferred


  • College degree required preferably in Accounting, Economics, Math, Business or other similar discipline


  • Attainment of or progress towards ASPPA, NIPA or ERPA credentials required.
  • Willingness to pursue pension actuarial credentials, such as Enrolled Actuary

We place a strong emphasis on career development and continuing education.  We offer a business casual environment, a flex-time working schedule, competitive salary, and a generous benefits package.

How to Apply

Please apply online at

Qualified Candidates will be contacted.

No phone calls please.

This ad has been viewed 826 times. It expires on 9/16/2018.

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