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Plan Consultant/Administrator

PASI, LLC

in Remote / Farmington CT

Logo for PASI, LLC

Our continued growth has us seeking qualified candidates for the Retirement Plan Consultant position. This position focuses on not only the administration and compliance work associated with retirement plans but also on client interaction.

This position requires excellent analytical abilities, attention to detail, accuracy, and problem-solving ability. It is imperative that the individual possess excellent verbal and written communication skills, and the ability to provide an extremely high level of service to our clients. 

Responsibilities:

  • ADP/ACP, Top Heavy and Coverage testing
  • Census review and eligibility determination
  • Contribution calculations – Profit Sharing, integrated cross-testing, safe harbor
  • Preparation of Form 5500
  • Valuation/compliance reports
  • Manage a caseload between 70 – 80 retirement plans
  • Plan Document interpretation
  • Cognizant of law and regulatory changes within our industry
  • Use of FTW for Administration and Compliance
  • Use of Relius

Qualifications:

  • Strong computer skills: more than proficient in MS Word and Excel
  • Strong organizational and problem-solving skills, with the ability to track multiple tasks and prioritize tasks in a fast-paced environment
  • Demonstrated professional business skills and demeanor
  • Demonstrated ability to identify and problem solve complex situations
  • Excellent written and oral communication skills
  • Experience in Client Relations

Benefits:

  • Health/Dental/Life Insurance
  • STD/LTD covered by the company
  • 401k Plan 
  • Flex time
  • PTO

How to Apply

Please email your resumes to Kat Schwartz at kschwartz@pasiusa.com. No phone calls please. 


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