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Senior Retirement Plan Analyst

Preferred Pension Planning Corp

in Remote

Logo for Preferred Pension Planning Corp

Preferred Pension Planning is looking for a Senior Retirement Plan Analyst to join our team. The analyst will work on a book of defined contribution and defined benefit plans, including 401(k) plans, profit sharing plans, 403(b) plans, and cash balance plans.

Job duties include:

  • Analysis and reconciliation of plan sponsor census data
  • Compliance testing including coverage and ADP/ACP tests, and calculation of corrections as applicable
  • Determination of employer contributions
  • Reconciliation of plan assets and receivables
  • Preparation of Form 5500 including schedules and attachments; Summary Annual Report, and Annual Funding Notice
  • Preparation of PBGC Comprehensive Premium Filing
  • Preparation of annual valuation report
  • Other assignments as needed to ensure compliance with ERISA and IRS regulations


  • Minimum 3 years’ experience in qualified retirement plan administration
  • Minimum 1 year experience in qualified defined benefit plan administration
  • Possess or be actively working towards professional designations offered by ASPPA or other retirement plan industry group
  • Ability to clearly and accurately communicate complex plan-related issues to clients is essential

About PPPC

Preferred Pension Planning was founded in 1986 to provide exceptional actuarial and retirement plan consulting services. Our clients are small and medium-sized businesses across all industries who sponsor retirement plans for their employees. Preferred Pension Planning is a member of the American Society for Pension Professionals and Actuaries and is certified by CEFEX, the Centre for Fiduciary Excellence.

How to Apply

Email with your current resume

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