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Defined Benefit Plan Consultant

The Pension Studio

in West Palm Beach FL / Telecommute

Telecommute (offices located in South Florida, NH)

Senior Defined Benefit Plan Consultant - A rapidly growing TPA firm is seeking an experienced (2-3 plus years) Defined Benefit Plan Consultant. Do you enjoy working with Clients and Brokers to ensure they maximize their retirement plan potential? Do you thrive in a flexible, fast paced, energetic environment? Are you an Independent worker and take pride in the accuracy of your work?  If so, The Pension Studio is the place for you!

The perfect candidate would possess an upbeat attitude and ability to interact well with co-workers, clients and Financial Advisors.  They would possess strong compliance and customer service skills along with a high attention to detail.  ASC experience is preferred.  Responsibilities to include but not limited to:

  • Close communication with Actuaries and provide support for cross tested plans
  • Preparation of annual actuarial valuation reports
  • Communicate actuarial calculations to clients and brokers
  • Prepare annual form 5500 and PBGC forms

We are a customer service centric employer, embracing both the plan sponsor and participants. We offer a flexible work schedule, full benefits and a positive working environment. References and background check are mandatory.  Please do not apply unless you have at least two positive professional work references.

How to Apply

Please email resume and cover letter with salary requirements to

This ad has been viewed 482 times. It expires on 2/2/2019.

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