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Defined Benefit Plan Consultant

Planned Retirement Consultants & Administrators, LLC

in Telecommute / Ridgewood NJ

Logo for Planned Retirement Consultants & Administrators, LLC

We are looking for individuals that are hardworking and are eager to continuously learn and grow, to join the PRCA team! We offer competitive benefits, flex time, work-at-home opportunities, casual dress, and a friendly environment. PRCA is an equal opportunity employer.

Position: Defined Benefit Plan Consultant – Ridgewood, New Jersey

TYPE OF JOB:  Full­ Time

RESPONSIBILITIES:

Defined Benefit Plan Administration

  • Perform reconciliation of trust assets and accounts.
  • Review census data collected and enter data into administration software.
  • Prepare contribution calculations and allocations
  • Prepare benefit calculations
  • Create valuation reports and prepare Form 5500
  • Coverage and Non­discrimination testing
  • Prepare and process participant loans and distributions.
  • Manage day­-to­-day client relationships and handle inquiries regarding year­end data collection, loans and distributions.

REQUIREMENTS:

  • Bachelor’s degree in a business related field
  • 2-5 years of pension administration or related experience
  • Experience with DATAIR Pension System valuations and ASC DGEM Software is recommended
  • Proficient with Microsoft Office Word & Excel
  • Possess strong time management, organizational, problem solving, customer service and communication skills
  • Able to work well under pressure with multiple priorities and meet deadlines while maintaining a strong attention to detail

How to Apply

Applicants should email their resume along with salary requirements to info@planned­-retirement.com with "Defined Benefit Plan Consultant" in the subject line


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