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Pension Administrator

American Pension, LLC

in Berkeley Heights NJ / PA

American Pension, LLC

American Pension, LLC is seeking a Benefit Analyst for immediate hire.

This is an excellent opportunity to join American Pension, which has been serving pension administrative needs for the past 45 years. We are a fee-for-service third party retirement plan administration company that provides retirement plan consulting, plan design, plan compliance, and plan administration. We specialize in 401(k) and Profit Sharing plans.

DUTIES AND RESPONSIBILITIES

  • Maintain client relationships on an assigned case load
  • Effectively communicate with clients, financial advisors and other professionals
  • Effectively and efficiently maintain the case load, including but not limited to:
    • Data collection
    • Compliance testing including ADP/ACP, top heavy, 410(b), 401(a)(4), 402(g) and 415 limits
    • Form 5500 and other government filing preparation
    • Preparation of plan documents and plan amendments
    • Support clients through audits
    • Employer calculation contributions
    • Reconciliation of quarterly/annual brokerage account statements and trust reports
    • Balance forward recordkeeping and statement production
    • Manage benefit processing, including reviewing requests, verifying vesting, and submitting of loan and distribution paperwork to vendors.
    • Answer inquiries from clients and financial advisors.

Qualifications

  • Bachelor’s Degree or equivalent experience
  • Working knowledge of Datair Recordkeeping and Datair Documents
  • Working knowledge of Relius Government Forms software, preferred
  • Proficiency in Microsoft Office
  • Excellent verbal and written skills
  • Knowledge of ERISA regulations
  • Strong problem solving and analytical skills
  • Strong interpersonal communication skills, capable of building good working relationships
  • Must be organized, self-motivated, have a strong attention to detail, be able to multi-task, and, most importantly, be team-oriented
  • Enthusiasm and positivity is a must!

Job Type:  Full-time

Experience:  Retirement Plan Administration: 5+ years preferred

Education:  Bachelor's (Preferred)

Work authorization:  United States (Required)

Salary and Benefits: Salary range is commensurate with experience, health care for full time employees (32+ hours a week), generous vacation and sick days

How to Apply

Email your resume to Kristine.apc401k@gmail.com


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