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Pension Plan Administrator

DeMars Pension Consulting Services, Inc.

in Overland Park KS

Logo for DeMars Pension Consulting Services, Inc.

Pension consulting firm located in the Kansas City metro area is seeking a Pension Plan Administrator with experience in the small to medium-size client marketplace.  Our firm has been providing TPA services for qualified retirement plans for over 40 years.  Ideal candidate will be highly motivated, organized, reliable and have a minimum of 5 years of experience in the qualified plan market.  This is a full-time, on-site position.

Position Summary:

The Pension Administrator manages operational aspects of the assigned retirement plans, including phone contact, information gathering, annual compliance and testing cycle, including preliminary analysis of 401(k) and 401(a) non-discrimination testing.

Duties and Responsibilities:

  1. Preparation of Annual Reporting including IRS Form 5500 and schedules preparation.
  2. Trust reconciliation of plan assets. 
  3. Census analysis, eligibility calculations, vesting determination.
  4. Overall technical familiarity with plan rules.  Perform compliance testing, including ADP/ACP discrimination testing, top heavy testing, 402(g) and 415 testing.
  5. Calculation and allocation of plan contributions.  Monitor plan and participant limits.  Resolve plan discrepancies and corrections.
  6. Ability to handle caseload of small to medium size clients with daily client contact.  Maintain excellent client relationships and provide support to financial advisors as needed.
  7. Provide plan audit support as needed.

Qualifications:

  1. Experience in qualified plan market including Profit Sharing, 401(k), and Cross-Tested plans.  ESOP PLAN EXPERIENCE A PLUS.
  2. Member of ASPPA (QPA, QKA) or interest in obtaining designation.
  3. Bachelor Degree preferred in Business, Accounting, Finance or Mathematics.
  4. Must be proficient with  Excel, Word, Outlook.
  5. Must be highly motivated, self-starter who can work independently.  Must be able to handle workload with minimal supervision.
  6. Must be analytical with great attention to detail.
  7. Experience with Relius or ASC software is beneficial, but not required.
  8. Experience with plans on daily valuation platforms is necessary.

Excellent benefits. 

How to Apply

Interested candidates should send resume with and cover letter and salary requirements to:  cjohnson@demarspension.com.


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