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Pension Administrator

National Administration, Inc.

in Remote / Menasha WI

Logo for National Administration, Inc.

About Us:

National Administration, Inc. (NAI) is a Third-Party Administrator of defined contribution plans.  We are looking to add a permanent full-time Pension Administrator to our Pension Administration Department.  NAI is a small, privately owned business which strives to emphasize our most valuable asset – our employees.    We take great pride in our experienced and long-term work force.  In addition to a competitive benefits package, we also offer a casual yet professional work environment.     We value and invest in our employees, and believe in a solid work-life balance which we try and reinforce with fringe benefits such as summer hours.   We also believe in working with our employees to provide and accommodate their needs through flexibility in work schedules when necessary.

Job Description: 

We have an excellent opportunity for a Pension Administrator.  In this role, the Pension Administrator will be the primary point of contact to assigned clients and their advisor(s) with responsibility for providing customer support and consultation.  He/she will help the plan sponsor ensure that their plan retains tax qualified status by meeting all applicable IRS reporting and testing requirements. The Pension Administrator will perform all applicable compliance tests, reconcile/review financial activity, prepare all governmental filings and perform contribution calculations.  We are accepting applications for individuals who would prefer to work from home, however, the ability to work from the office at least occasionally is preferred.  

Responsibilities:

  • Provide timely and exceptional customer service.
  • Communicate effectively (both verbal and written) in a clear, concise and informative manner.  
  • Accurately perform compliance testing for clients, including but not limited to:  ADP/ACP testing, limits testing, 410(b) coverage testing, and top heavy testing.
  • Consult with clients and advisors regarding compliance testing results and ramifications, plan design considerations, operational “best practices” and other plan related topics.
  • Review financial activity in the trust and reconcile trust contributions.  
  • Prepare Form 5500 and other governmental filings including but not limited to:  Form 5588, Form 5330 and 8955-SSA.  
  • Understand and meet relevant plan related deadlines.
  • Calculate annual employer contributions.  

Preferred Qualifications:

  • Education:  Bachelor Degree in a business related field plus 2+ years of relevant industry experience.  Candidates with an Associate Degree will be considered provided the candidate has ample relevant experience.     
  • Certifications:  ASPPA QKA or approved equivalent designations are preferred, but not required. 

Skills:

  • Understanding of compliance testing, plan design and relevant tax filings.
  • Proficient with MS Office (MS Word, MS Excel and MS Outlook) and Adobe.
  • Experience with ASC preferred.
  • Demonstrates strong verbal and written communication skills.
  • Exhibits strong organizational skills, attention to detail and the ability to prioritize responsibilities in a fast paced environment. 
  • Strong problem solving skills.
  • Ability to thrive working independently or as a part of a team. 

Salary will be commensurate with experience.    

How to Apply

Please apply by email to todd@nai-net.com.


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