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Associate Consultant / Retirement Plan Administration

Spectrum Pension Consultants, Inc.

in Tacoma WA

Logo for Spectrum Pension Consultants, Inc.

Are you a retirement plan professional looking for a challenging and rewarding career where you can collaborate with colleagues and work for clients who value your contribution and efforts? Are you passionate about the idea of helping people to retire with financial dignity? Are you excited about opportunities to earn professional qualifications that enhance your career? Are you searching for autonomy, discretion, and flexibility in your career? If yes, then we encourage you to apply to be an Associate Consultant at Spectrum Pension Consultants.

Job Description

Associate Consultants working with retirement plans are employee benefits practitioners providing various services to effectively manage clients’ benefit plans. Associate Consultants develop their expertise through a professional education program chartered by a leading society of employee benefits professionals.

Associate Consultants are responsible for preparation of core client deliverables. They may determine eligible employees for plan participation; calculate employer contributions; process benefit distributions and participant loans; prepare employer management reports and participant benefit statements; reconcile plan transactions; prepare financial statements; and prepare government tax form filings. Associate Consultants may manage a block of clients and coordinate client work product and deliverables with colleagues. They may meet with clients, both via telephone and in person, to review plan deliverables and educate client employees about benefit plan features.

Associate Consultants develop their working knowledge of relevant technical and compliance requirements, learn to apply technical requirements conceptually to meet certain client objectives, and may periodically communicate advice and recommendations to clients and their professional advisors.
 
Position Requirements     

Education/Experience:

  • Bachelor's degree. 2+ years of experience working with retirement plans.
  • Relevant certifications from the American Society of Pension Professionals and Actuaries (ASPPA), National Association of Plan Administrators (NIPA), or other professional organizations are a plus.

Skills:

  • Client Service
  • Computer Literacy
  • Financial Literacy
  • Oral Communication
  • Project Management
  • Reading Comprehension
  • Time Management
  • Written Communication

Technical Competencies:

  • Advanced knowledge of Microsoft Excel
  • Working knowledge of retirement plan systems for administration, documents, and government forms (FIS Relius applications preferred)

 
Salary Range     $43,000 to $63,000  
Exempt/Non-Exempt     Exempt  
Full-Time/Part-Time     Full-Time  

EOE Statement     We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.  

How to Apply

Apply Now


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