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Pension Administrator

EZ Pension Services

in Flushing NY

1 Year Experience Preferred

SUMMARY

Responsible for preparing plan documents, plan year end compliance requirements, providing excellent client service and overall service of assigned clients in updating key plan data on an annual basis.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Strong understanding of IRS & ERISA Regulations
  • Provide pension administration and guidance to clients, and manage small to medium sized clients
  • Prepare defined benefit and defined contribution plan documents
  • Prepare IRS Filings (5500, 5558, 5330, etc) and assists auditors
  • Process distributions (withdrawals, in-service, RMD’s, loans, hardships)
  • Maintains client and due diligence files
  • Assists in completing plan applications, plan document review, and plan implementation
  • Perform with guidance from other team members, routine and recurring plan administration tasks for clients’ defined benefit plans and defined contribution plans (e.g., benefit calculations, annual data updates, assist with preparation of benefit statements, annual valuation)
  • Work cooperatively with other team members to complete tasks and to ensure unified delivery of services
  • Gain a thorough understanding of the plan design ( e.g., benefit formulas, options, eligibility)
  • Follow and update documentation materials as directed
  • Maintain complete and accurate work papers and audit trails
  • Serve as a contact with clients’ human resources personnel
  • Adhere to pension plan documents and government regulations in administering plans
  • Researches and supports new initiatives to increase our efficiency, productivity, compliance and profitability;
  • Be accountable to team members for agreements and commitments
  • Other duties as assigned.

QUALIFICATIONS

EDUCATION / EXPERIENCE

  • Bachelor’s degree of equivalent combination of education and experience
  • 1 + related work experience
  • Professional designation (ASPPA, NIPA, etc.) or progress toward designation preferred
  • Understanding of retirement plan types and operations; as well as knowledge of ERISA guidelines and regulations

SKILLS

  • Excellent interpersonal, relationship building and problem solving skills
  • Excellent oral and written communication skills
  • Exceptional attention to detail
  • Ability and motivation to work independently
  • Good time management skills
  • Good planning, organizational and prioritization skills
  • Advanced analytical skills
  • Proficient in Microsoft Office products

Job Type: Full-time

How to Apply

For immediate consideration for this position, please email your resume to: jobs@ezpension.com


This ad has been viewed 1951 times. It expires on 11/26/2018.

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