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Retirement Plan Reviewer

Sunwest Pensions

in Telecommute / Tempe AZ

Company:  Sunwest Pensions is a Metropolitan Phoenix based third party administrator (TPA) and recordkeeping firm specializing in the consulting, administration and recordkeeping of retirement plans. Formed in 1998, we provide clients with a flexible and innovative approach to qualified retirement plans.  We are aware of what business owners go through in trying to create retirement plans that mean something to your company. Sunwest Pensions strives to create an environment for our clients that can take care of their retirement plan needs.  Our staff has a culture of providing top notch service and communication to our clients. 

Sunwest Pensions is seeking an experienced Retirement Plan Reviewer. The successful candidate will be responsible for reviewing the work of other administrators prior to client delivery. The ideal candidate will have pension/retirement plan administration experience, strong attention to detail, and superior customer service skills. The candidate must also have excellent organizational, communication, and problem solving skills. 

Job Description:   The candidate must:

  • Review plan compliance reporting and asset valuations, including asset reconciliation, in a timely and accurate manner
  • Review all required government filings for the plan
  • Work within the Internal Revenue Code and all regulations to keep clients compliant
  • Review plan documentation to determine plan features
  • Review document restatements and amendments
  • Adhere to internal procedures and checklists/projects
  • Perform other related duties as assigned or needed
  • Train staff on various processes and Internal Revenue Code; Assist analysts in meeting goals
  • Address ongoing issues to management team
  • Utilizes internal and external resources to research answers to questions and issues
  • Display a positive, helpful attitude to help create a friendly environment for clients and co-workers

Requirements:  The candidate will:

  • Have 5 or more years’ retirement plan administration experience with DC & DB Plans
  • Hold a Bachelor’s Degree or comparable professional work experience
  • Possess strong financial acumen and the ability to put accounting principles into practice
  • Demonstrate strong customer focus and an excellent phone manner
  • Have the ability to solve complex problems without direct supervision
  • Have strong attention to detail, organization, multi- tasking, and follow up skills
  • Demonstrate superior interpersonal, written and verbal communication skills
  • Thrive in a team environment and be a positive team player
  • Have technology and computer proficiency in Microsoft Office, ASC and PensionPro
  • ERPA, QKA, and/or APA designations strongly preferred

No phone calls to Sunwest Pensions, please.

How to Apply

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