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Senior Retirement Analyst

Dunbar, Bender & Zapf, Inc.

in Remote / Pittsburgh PA

Established since 1991, Dunbar, Bender & Zapf, Inc. is a TPA firm located in the heart of downtown Pittsburgh providing recordkeeping, administration and actuarial services for their clients' retirement plans. Our firm is seeking a senior level defined contribution administrator to provide full-service plan administration to a designated block of clients, in a team environment. – this includes gathering and analyzing data to determine eligibility for participation and contributions, performing discrimination testing, preparing government filings, reviewing  distributions and loans and other withdrawal options, identifying and providing corrections for any plan errors through review of the plan document or research of governmental regulations and communicating directly with clients. 

Position location is in our downtown Pittsburgh office, but has potential as a “work from home” opportunity for a qualified individual who exhibits self-discipline, strong communication skills, excellent organization and the ability to function with in a team.   Initially, any “work from home” position would require living within 5 hours of Pittsburgh office (to enable monthly / periodic meetings and training sessions). We are looking for:

• Minimum of 5 years’ experience defined contribution administration
• ASPPA designation 
• Relius experience and a working knowledge of Microsoft Office applications
• General knowledge of data analytics, statistics and advanced mathematical calculation techniques as may be obtained with a 4-year degree in Mathematics, Business or related technical field.  Additional demonstrated experience may be substituted for education.
• Good verbal and written communication skills
• Time management and multi-tasking abilities

How to Apply

Please send a cover letter and resume to Robyn Williams at RWilliams@dbzinc.com.

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