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DB DC Compliance Analyst

RAE Consulting

in Horsham PA

Logo for RAE Consulting

RAE Consulting provides actuarial, administration and consulting services to employer-sponsored pension and health plans.  We are looking for an organized and goal-oriented Senior Analyst to provide technical and compliance support to our clients.

The Senior Analyst will have the opportunity to consult with clients directly and help shape the way we run our office. The ideal candidate will have experience handling a wide range of projects and be able to work well within a team in an environment of constantly changing priorities.  The ideal candidate will also have a positive can-do outlook, the ability to take initiative, be proactive, and assist colleagues whenever there is an opportunity to do so.

A successful candidate will hold a variety of skills and qualifications to complete the necessary duties, including:

  • Drafting plan documents, amendments and summary plan descriptions
  • Staying up to date on required amendments for DB and DC plans, and advising our clients
  • Assistance with projects on a few DC plans, quarterly balances, and nondiscrimination testing
  • Preparation of Form 5500 and PBGC premium forms
  • Complex pension benefit calculations such as QDRO’s, late retirement calculations, under/overpayments, and RMD's
  • Assistance with ERISA and DOL annual notices, such as the Annual Funding Notice and ERISA 104(d) employer notice

Preferences:

  • 5 years of ERISA / IRS / DOL statute and regulations experience
  • Experience working with plan documents and amendments
  • Experience with VCP filings
  • Experience with multiemployer plans

How to Apply

To apply, please email your resume to boris@rae-consulting.net.


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