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Defined Benefits Retirement Plan Consultant

Economic Group Pension Services (EGPS)

in Remote

Logo for Economic Group Pension Services (EGPS)

EGPS, an industry-leading TPA, was built on the foundations of strong family culture and significant actuarial expertise. We have grown into a national company with consultants across the U.S., still dedicated to helping owners and employees achieve their goals.

We're looking for a Defined Benefits Retirement Plan Consultant to join our growing team! 

LOCATION:  East Coast & West Coast - Remote


  • Manage and complete all aspects of administration of a caseload consisting of Defined Benefit Plans
  • Analyze provisions in plan documents to ensure compliance with IRS and DOL regulations
  • Confirm and analyze census information, determine eligibility, key, and highly compensated employees and input data
  • Calculate employer contributions including related nondiscrimination testing, coverage testing and other compliance requirements for more complex plans
  • Allocate employer contributions after considering top-heavy status, deductibility limits, and impact of forfeitures
  • Identify and communicate non-compliance issues to clients and make recommendations for correction
  • Identify issues related to fiduciary responsibilities, such as adequate bonding, impact of nonqualified assets on bonding, and prohibited transactions
  • Allocate gains and losses on pooled and individual accounts
  • Evaluate takeover plans and identify compliance issues
  • Review pension trust accounting reports for accuracy
  • Prepare client reports and confirm accuracy of data
  • Communicate issues and recommendations for resolution to client
  • Review plan to make recommendations to client to maximize tax advantages or other benefits
  • Assist clients in establishing policies and procedures to communicate plan benefits to their employees
  • Support DOL, IRS and Account Audits, as needed


  • Competence in all areas of Defined Benefit Plan administration
  • Comprehensive and increasing understanding of complex plans
  • Sound knowledge of compliance requirements regarding employer contribution calculations, deduction limits, contribution deposit deadlines, top heavy determination, coverage testing, controlled groups and annual additions limitations.
  • Knowledge of all aspects of distributions
  • Understanding of IRS filing requirements and deadlines for qualified plans
  • Understanding of methods for researching DOL, IRS and other related regulations and procedures
  • Ability to effectively communicate, both in writing and orally, with a wide range of outside contacts in a professional manner
  • Maintain a positive attitude when addressing client questions and problems
  • Ability to work under pressure of deadlines and demanding clients
  • Work with minimal supervision
  • Good organizational skills and ability to set priorities consistent with Service Standards
  • Adjust priorities with changes in the annual business cycle of pension administration
  • Analytical and critical-thinking skills
  • Detail orientation
  • Excellent interpersonal skills
  • Demonstrates initiative
  • Good judgement
  • Software Skills: MS Office 2007--Excel, Word, Outlook; DATAIR, ft william, CMS, Adobe Acrobat

Minimum of two to five years of Defined Benefit pension administration experience requiring critical thinking, analysis, detail orientation, customer service and/or two to four years of college classes including accounting, math, and communications.

How to Apply

Interested candidates should apply by submitting resume to

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