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401(k) / DB / CB Consultant

Pension Benefits Unlimited, Inc.

in Irvine CA

Pension Benefits Unlimited, Inc.

Pension Benefits Unlimited, Inc. (PBU) is a well-established qualified plan administration and consulting firm who has been in business for over 25 years and is located near the Orange County airport area.

We currently have a need for qualified Consultants to administer 401(k) and/or Defined Benefit/Cash Balance plans.

The position entails handling all aspects of qualified plan administration for clients utilizing effective interpersonal skills to manage on-going client contact. We are seeking self-motivated individuals with excellent customer service skills.

Candidate will have experience in the retirement plan industry and working knowledge with all aspects of plan administration, including compliance testing, trust accounting, contribution allocations and government forms preparation. Working knowledge of ASC valuation software, is a plus.

Excellent employee benefits and a casual and friendly work environment. 

How to Apply

Qualified candidates should email resume to swiley@pbuinc.com


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