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3(16) Analyst

Sunwest Pensions

in Remote / Mesa AZ

Logo for Sunwest Pensions

Sunwest Pensions is a Metropolitan Phoenix based third party administrator (TPA) and recordkeeping firm specializing in the consulting, administration and recordkeeping of retirement plans. Formed in 1998, we provide clients with a flexible and innovative approach to qualified retirement plans.  We are aware of what business owners go through in trying to create retirement plans that mean something to their company. Sunwest Pensions strives to create an environment for our clients that can take care of their retirement plan needs.  Our staff has a culture of providing top notch service and communication to our clients. 

Position Summary

The 3(16) Analyst assists clients with the daily, deadline-driven administrative functions associated with the operation of their qualified retirement plan.  Responsibilities will include, but not limited to, submission of payroll contributions to the recordkeeper, validate distributions / loan requests, tracking of eligibility for new participant notifications and annual notice mailings.  You will also have Analyst responsibilities of completing non-discrimination testing, contribution calculations, valuations, and IRS Form filings.  We work in a results-oriented team environment where everyone’s efforts are rewarded. 

Candidate Summary 

The 3(16) Analyst position is held to very high standards of accuracy and knowledge as we are the acting fiduciary for our client.  To excel in the position, you must be people oriented and be able to communicate clearly.  You need to be technical, and task oriented with a standard of a high quality of work.  You should be optimistic, enthusiastic and motivate others towards goals.  You possess a strong sense of urgency towards results, have good focus and can channel that focus to the data.  You are deadline conscious.

Position Responsibilities

  • Develop and maintain strong client and advisor relationship by providing excellent customer service
  • Timely submission of retirement plan contributions to investment recordkeeper
  • Review payroll files to ensure deferral changes, loan requests, etc. have been properly updated
  • Review and or prep distribution / loan packages and track to ensure requests are processed timely
  • Review and sign participant distribution / loan requests
  • Communicate concerns with appropriate parties
  • Monitor eligibility of new participants and ensure proper communication to participants and plan sponsors
  • Mail annual notices in accordance with applicable deadlines
  • Effectively utilizing resources and striving to improve overall efficiencies
  • Schedule and lead annual 3(16) review meetings with client and advisor
  • Assist in Analyst responsibilities as time permits
  • Possesses working knowledge of partner vendor websites and procedures

Candidate Qualifications

  • Superb communication skills and a commitment to superior customer service
  • Excellent attention to detail and accuracy
  • Knowledge of ERISA regulations
  • Experience and good understanding of 3(16) fiduciary responsibilities
  • A demonstrated track-record of consistently meeting and/or exceeding performance expectations
  • Ability to work independently and as part of a team in a fast-paced environment
  • Ability to gauge sensitivity of material and apply security protocols as needed
  • Ability to perform multiple tasks and make sound decisions under stressful conditions
  • Ability to work efficiently, perform multi-tasking, prioritize tasks, and meet tight deadlines
  • Willingness to continually upgrade knowledge and understanding of our industry
  • Self-motivated and Solutions-oriented with excellent organizational skills
  • Proficiency is required with Excel, Word, Outlook, Adobe Acrobat, browsing network directories, and dual screens as we are a paperless office

Benefits

Medical benefits are covered 100% for the employee, which includes Medical, Dental and Disability.  Medical is available after 60 days of employment and all others after 90 days of employment.  Paid Time off (PTO) is available the start of the calendar year following your anniversary date.  Accrued Time Off is available after 90 days but starts accruing at 3 hours on your first paid date.  You are eligible for Paid Holidays and Monthly Bonuses after 90 days of employment. A company sponsored 401(k) Plan with company Safe Harbor and Profit Sharing contributions.  Industry educational designations are available and encouraged.  Flexible schedule with opportunities to work remotely in our hybrid 60/40 home / office schedule.  We are a culture focused company providing each of our team members the opportunity to be a part of our company's success.

How to Apply

Qualified applicants should email their resume and salary requirements to jobs@sunwest-pensions.com


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