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DB/CB Client Manager

CMC Pension Professionals

in Telecommute / Glendale CA

Logo for CMC Pension Professionals

CMC Pension Professionals is a growing, client-focused third-party pension administration firm in Glendale, CA. We provide clients with a superlative experience–from a correct and timely work product to personal attention that allows us to anticipate and respond to a clients’ needs. We want to add a pension professional to our fantastic team. Will you be the pension professional to “wow” our clients with your knowledge, skills, and abilities?

We Value:

  • Honesty and integrity.
  • A focus on an unparalleled client experience.
  • Personal accountability for a timely and accurate work product.
  • A true team player.
  • Initiative to recognize and act on opportunities to improve our client experience and/or work processes.

Requirements:

  • Three years, plus, of experience at a TPA firm performing the entire range of retirement plan administration tasks for DB/CB plan types.
  • Proficient experience using ASC software.
  • Strong math skills. Must understand valuations, compliance testing, related tax forms, as well as disclosure requirements and government regulations.

You Will Be Responsible For:

  • All aspects of DB/CB plan administration, including, but not limited to:
    • Perform annual valuation including minimum and maximum contribution calculations.
    • Prepare annual filings- Form 5500, Schedule SB and other schedules as needed.
    • Perform all coverage and non-discrimination testing.
    • Perform reconciliation of trust assets and accounts.
    • Prepare benefit calculations.
    • Prepare PBGC premium filing.
    • Perform all aspects of a DB/CB termination- prepare notices, perform benefit calculations, and assist client with distributions.
  • Ensure client satisfaction.
  • Manage day­-to­-day client relationships and assist with client inquiries. 

Additional Preferred Skills:

  • Hold a QKA, QPA (or higher) credential from ASPPA.
  • Degree in Math, Finance, Economics, or a related field.
  • Experience using Ft. William software.

CMC is a team. We value each other’s skills, abilities, and experience. We celebrate success, growth, and innovation. We share and learn from our errors. Our atmosphere is supportive and collegial.

We offer flexible work schedules, competitive salaries/bonuses, and an excellent benefits package.

How to Apply

To apply, please send an honest resume along with your cover letter detailing how you can add value to our team to: careers@cmcpenpro.com. No phone calls or walk-ins, please.


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