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Plan Termination Specialist

Economic Group Pension Services (EGPS)

in Remote

EGPS is a growing, national retirement plan consulting and administration firm, committed to serving clients through innovative and customized plan design. We're seeking a Plan Termination Specialist eager to thrive in their career in the retirement plan industry. If you know your way around retirement plans, and the responsibilities outlined below pique your interest, we would love to hear from you!

We offer a full-time position presenting a unique opportunity to work in a flexible, team-oriented, collaborative environment. This position offers a competitive salary with a robust benefits package, including health, dental, and vision coverage, with a 401(k) retirement plan. 

The Plan Termination Specialist is responsible for managing all aspects of plan terminations. The individual in this role will be responsible for preparing and timely submitting plan terminations to the IRS and PBGC, as well as ensuring that distributions are completed in a timely manner.  

PRIMARY RESPONSIBILITIES:

• Manage deadlines related to plan terminations
• Prepare plan termination IRS and PBGC submissions
• Respond to IRS and PBGC inquiries
• Calculate Defined Benefit and Cash Balance benefits
• Support additional projects as needed/assigned

REQUIREMENTS:

• Knowledge of plan terminations
• Traditional Defined Benefit and Cash Balance plan experience
• Bachelor’s degree (B.A., B.S.) in accounting or business, or equivalent business experience
• Intermediate knowledge of MS Office Suite
• Retirement Administration experience in a professional environment where processing and/or reconciliation has been the focus
• Experience with databases, data management
• Knowledge of general retirement plan administration
• Understanding of financial markets and financial service organizations
• Experience with reconciliation processes
• Team player who is self-motivated, eager to learn & grow
• Effective written and verbal communication skills
• Attention to detail
• Ability to effectively assess risk
• Creative problem-solving skills

How to Apply

HOW TO APPLY:

Interested candidates should apply by submitting resume to HR@egps.com.

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