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Defined Contribution Retirement Plan Analyst

Metro Benefits, Inc.

in Remote / Pittsburgh PA

Metro Benefits, Inc., a rapidly growing TPA firm located in the northern suburbs of Pittsburgh, PA, has an immediate opening for a defined contribution retirement plan analyst.

This position involves the administration and maintenance of a client book of business for defined contribution plans from beginning to end in a focused team environment. 

As a retirement plan analyst, you will be responsible for working with plan sponsors; financial advisors; tax professionals; CPA’s; etc. to ensure that the retirement plan is in compliance with all current regulations and that all government and regulatory filing requirements are met. 

Responsibilities Include:

  • Preparation and maintenance of Plan Document
  • Data Collection
  • Employee census review/eligibility calculations
  • Self-employment income calculations
  • Nondiscrimination; Top-Heavy; Coverage testing
  • Contribution calculation and allocation work
  • Trust Accounting and reconciliation
  • Loan and Distribution processing
  • Form 5500; 8955 preparation
  • RMD; QDRO review/calculations
  • Form 1099-r/945 preparation
  • Client consultation and review

Qualifications:

  • Minimum of 1 year of Defined Contribution plan administration
  • ASPPA credentialed (or willing to work toward obtaining ASPPA credentials)
  • Bachelor’s degree, preferably in Math or Finance/Accounting
  • Proficiency with Microsoft office – Excel; Outlook; Word; etc.
  • Experience working with Plan Document software, FT Williams preferred
  • Experience working with Pension Software, Datair preferred
  • Detail oriented with strong organizational skills
  • Ability to multi-task and prioritize projects on a daily basis
  • Strong interpersonal and customer service skills – written and verbal
  • Ability to work both independently and as part of a team
  • Self-Starter and professional attitude

Benefits:

  • Competitive Salary, including paid Overtime and bonus opportunity
  • Generous PTO policy (including paid holidays)
  • Flexible work schedule
  • Medical/Dental/Vision Insurance
  • HSA/Cafeteria Plan
  • 401(k) Plan
  • Professional atmosphere and office space
  • Educational support for ASPPA exams and ongoing CE
  • Ability to work remotely once trained

How to Apply

To apply, please e-mail cover letter/memo and resume to Joe@Metrobenefits.com


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