Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Conversions Specialist

BlueStar Retirement Services, Inc.
(Remote)

BlueStar Retirement Services, Inc. logo

Retirement Plan Administrator

Nicholas Pension Consultants
(Remote / Rancho Cordova CA / Corona CA)

Nicholas Pension Consultants logo

Plan Administrator

BlueStar Retirement Services Inc.
(Remote)

BlueStar Retirement Services Inc. logo

Pension Plan Administrator

DeMars Pension Consulting Services, Inc.
(Overland Park KS / MO / NE / OK)

Trust Accounting/5500 Specialist

Sentinel Benefits & Financial Group
(Remote / Wakefield MA)

Sentinel Benefits & Financial Group logo

Pension Administrator

American Pension, LLC
(Berkeley Heights NJ)

American Pension, LLC logo

Plan Administration Manager

Southern Pension Services
(Remote / Tampa FL)

Southern Pension Services logo

Retirement Plan Administrator

Fulton Bank / Fulton Financial Advisors
(Remote)

Fulton Bank / Fulton Financial Advisors logo

Client Manager DB/DC

CMC Pension Professionals
(Remote / Glendale CA)

CMC Pension Professionals logo

Pension Administrator

Actuaries Unlimited, Inc.
(Remote / Los Angeles CA)

Actuaries Unlimited, Inc. logo

Retirement Operations Specialist

Fringe Benefit Group
(Remote)

Fringe Benefit Group logo

Retirement Plan Administrator

Retirement Solutions Specialists, LLC
(Remote)

Retirement Solutions Specialists, LLC logo

Member Services Supervisor

DC Retirement Board
(Remote / Washington DC)

DC Retirement Board logo

Retirement Plan Administrator

Prime Pensions Northwest, LLC
(Remote)

Prime Pensions Northwest, LLC logo

Retirement Plan Account Manager

Aegis Retirement Partners, LLC
(Remote / CT / MA / NH / RI)

Aegis Retirement Partners, LLC logo

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

View All Jobs, Sorted by Date


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

PRIMARY RESPONSIBILITIES:

  • 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

REQUIREMENTS:                                                                                             

  • 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 HR@egps.com.


View All Jobs, Sorted by Date


Manage This Listing (employer only)

© 2022 BenefitsLink.com, Inc.