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Defined Benefit Retirement Plan Analyst

Trinity Pension Consultants, Inc.

in Akron OH

Logo for Trinity Pension Consultants, Inc.

Defined Benefit Retirement Plan Analyst

Do you want to utilize your skills for math and attention to detail? Do you want to work for a growing company in an expanding business market?  Are you effective at managing multiple tasks and explaining technical information in a simple manner? Then we want to talk to you about joining our team!

Who We Are:

Trinity Pension Consultants, Inc. is a leading regional, independent and non-producing Third-Party Administration firm located in Akron, Ohio and has regional offices in Columbus, OH; Cincinnati, OH; Louisville, KY; Nashville, TN; Indianapolis, IN; and Kansas City, MO. Trinity collaborates with retirement plan sponsors and their associated financial professional in delivering a highly effective administration and compliance solution for their employer sponsored retirement plan. 

What Our Retirement Plan Analysts are responsible for:

  • Provide technical support to internal and external counterparts.
  • Complete qualified retirement plan core administration and compliance testing, including, but not limited to: Actuarial Valuations, Non-discrimination Testing, AFTAP Certifications, 5500 Reporting, Schedule SB, PBGC Filings and Notices, Financial Accounting Reports, Participant Distributions, etc. 
  • Analyze and understand pension plan documents and benefit calculations. 
  • Collaborate with other departments in delivering Trinity’s reports and anticipating client’s questions.
  • Provide subject matter expert knowledge related to benefit calculations and clearly communicate technical benefit calculations in a simplified manner.  
  • Proactively solve problems and suggest solutions as they arise.
  • Provide cross-departmental support as appropriate.

Who You Are:

  • Dedication to keeping the business is a must!
  • Ability to manage office functions efficiently, organize work, establish priorities and maintain good interpersonal relations.
  • Be able to learn, apply and explain new technical knowledge in a simplified manner.
  • Possess outstanding communication and computer/software skills, and demonstrate trustworthiness, adaptability and responsiveness.
  • Team player and great positive attitude is a must.
  • Strong mathematical skills required.
  • Possess a relentless pursuit to be successful.

Must Haves:

  • Preferred, 2 years of Defined Benefit Actuarial experience.
  • Bachelor’s Degree, related field preferred.
  • Prior experience with Penguin, Ft. William, and PensionPro preferred.
  • Excellent verbal and written communication and listening skills.
  • Proficient computer / software skills, including MS Office (Word, Excel, Outlook).
  • Discipline and drive to stay focused and motivated with limited supervision.
  • Effective time management and organization capabilities with a focus on delivering superb client experience.
  • ASPPA QKA and QPA required or willing to attain; maintain ASPPA Membership.

Why Join Our Team?

  • Work on challenging and interesting problems, and strive to do the right thing, the right way and continually improve.
  • We are a true partner to our clients.
  • Our team is constantly learning, both individually and as an organization, and truly value hearing our team member’s unique perspectives, insights, and opinions.
  • We are a growing business with development and upward mobility opportunities.
  • We encourage a strong partnership between managers and team members that ensures high performance and continuous professional and personal growth.
  • We strongly believe in promoting from within, and always look first to our internal talent for open opportunities.

In return, Trinity Pension Consultants offers:

  • Salary dependent on experience
  • Paid Time Off (PTO)
  • 401(k) retirement plan
  • Medical, Dental, Vision, H.S.A. effective Day 1
  • Life Insurance, LTD, STD

All qualified applicants will receive consideration for employment without regard to race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

At this time, we are not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. 

How to Apply

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