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Retirement Consultant / Plan Administrator

Pension Firm

in NY

We are currently looking for an experienced pension consultant for our small, congenial firm in Westchester County, NY.

The ideal candidate will possess a minimum of two years of pension consulting experience, and must be able to immediately manage a book of business including 401(k) and cross-tested profit sharing plans (knowledge about cash balance / defined benefit plans is a plus).  Responsibilities include all annual administration, including testing and contribution analysis, preparing valuations and government filings, and consulting with clients.  Most plans are daily-valued on an investment platform, although a few are balance-forward.

Successful candidates will have acumen for numbers and calculations, ability to pay close attention to detail, and good communication and computer skills (including MS Office Suite). We highly prize and value strong customer service skills.  Previous experience with Blaze valuation and administrative software is a plus. 

We offer a competitive compensation package based on experience, and provide an excellent career growth opportunity for the right candidate.

How to Apply

Interested candidates should forward their resumes to

This ad has been viewed 889 times. It expires on 2/25/2019.

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