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Pension Consultant

Pension Associates Retirement Planning, LLC

in Telecommute / Stamford CT

Logo for Pension Associates Retirement Planning, LLC

Pension Associates Retirement Planning LLC is a third party administration firm located in Stamford, Ct. We have been doing business since 1990 and specialize in both DB / DC plan design, administration and actuarial services.  Due to our continued growth, we are currently seeking an experienced Pension Consultant with hands-on experience in compliance and plan administration.

Job Responsibilities:

  • Maintain client and advisor relationships with a high client retention rate
  • Maintain a caseload of about 100 - 120 DB/DC Combo plans
  • Review and approve ADP/ACP, other non-discrimination testing, Form 5500 and other government forms
  • Proactively communicate with clients and investment advisors about new industry developments
  • Work with other CPA, recordkeeper and advisor to ensure a great client experience
  • Consult with clients regarding plan operation and design
  • Manage and prioritize workload towards weekly goals in a results oriented team environment
  • Clearly communicate to the client and advisor on the complexities of combo plans, including annual funding requirements, plan design, and deadlines (funding, 5500, PBGC, amendments, etc.)

Qualifications:

  • Five or more years of combo plan experience, or five or more years of defined contribution plan experience and defined benefit plan experience. Extensive training will be provided if experience is less than 5 years.
  • Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
  • Working knowledge of defined Benefit plans including Cash Balance Plans, top heavy requirements, minimum and maximum funding requirements.
  • General understanding of actuarial valuations
  • General knowledge of PBGC coverage and its requirements
  • Excellent written and verbal communication skill
  • Excellent organizational skills & High level of critical thinking
  • ASPPA credentials preferred
  • Datair Pension system experience a plus.

How to Apply

If you are interested please email your resume and salary expectations to hr@pensionassociates.com


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