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

Featured Jobs

Inquisitive DC Account Manager

Nova 401(k) Associates
(Remote / Houston TX / Scottsdale AZ)

Nova 401(k) Associates logo

Assistant Director of Pension Administration

Primark Benefits
(Remote / San Mateo CA)

Primark Benefits logo

Project Coordinator/New Business Implementation Team

The Retirement Plan Company (TRPC)/an ABG firm
(Remote)

The Retirement Plan Company (TRPC)/an ABG firm logo

Enrolled Actuary - Pensions

Robin S. Weingast & Associates
(Remote / Garden City NY / CT / NJ)

Robin S. Weingast & Associates logo

DB/DC Administrator

Primark Benefits
(Remote / San Mateo CA)

Primark Benefits logo

Internal Accounting Specialist

July Business Services
(Remote)

July Business Services logo

Compliance Analyst - Defined Contribution Plans

M2B Retirement Consulting LLC
(Remote / PA)

M2B Retirement Consulting LLC logo

Retirement Plan Administrator

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

Nicholas Pension Consultants logo

Fund Reconciliation and Reorg Analyst

Ubiquity Retirement + Savings
(Remote / San Francisco CA)

Ubiquity Retirement + Savings logo

Head of Sales-Retirement Plans

The Standard
(Remote / Portland OR)

The Standard logo

Retirement Plan Administrator

Hessel & Associates, LLC
(Remote / IL)

Hessel & Associates, LLC logo

Director- Employee Health Plan

Indiana University Health
(Indianapolis IN)

Indiana University Health logo

401(k) Plan Analyst

Evergreen Retirement Plan Consulting, LLC
(Remote)

Evergreen Retirement Plan Consulting, LLC logo

Retirement Plan Administrator

Retirement Solutions Specialists, LLC
(Remote / Jacksonville FL)

Retirement Solutions Specialists, 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


Retirement Plan Analyst - Defined Contribution

Compensation Strategies Group, Ltd

in Remote / Beaumont TX

Logo for Compensation Strategies Group, Ltd

Job Summary:

The Retirement Plan Analyst is responsible for all testing and service on assigned client’s plans.  This includes but is not limited to the setup and maintenance of all retirement plan specifications and census information, annual compliance testing, preparation of required forms and fielding questions from client contacts.   This position works under general supervision exercising a great deal of initiative and independent judgement in the performance of any assigned tasks.  In this role both technical and project management skills are utilized. 

Our firm provides the proper candidate with the ability to work remote while being connected to the rest of the team.   Provides the opportunity for client management and direct client contact.  We provide creative plan designs for small businesses, unique relationship with senior tax CPA’s who help provide creative solutions specific to the business, opportunities for growth and advancement in a growing firm.

Duties/Responsibilities:

  • Assist in the development and review of plan specification for retirement administration clients from plan documents, summary plan descriptions and proposal calculations
  • Identify and load essential data for plan conversions and annual administration & testing.
  • Prepare annual compliance tests and instruct client on necessary corrective actions.
  • Prepare annual 5500 returns as well as any related schedules or Form 5330 for plan corrections.
  • Prepare and or review participant distributions forms for client plans.
  • Assist auditors by providing reports and documents for large plan audits.
  • Act as liaison with actuary or Defined Benefit team on any combined plan designs

Required Skills/Abilities:

  • Ability to work in collaborative team environment and individually.
  • Excellent analytical capabilities with great attention to detail.
  • Ability to solve problems efficiently while being innovative and creative.
  • Proficient in the use of Microsoft Windows and Microsoft Office suite (word and excel).
  • Excellent Organization skills, with the ability to multi task and track multiple tasks and issues, set and prioritize tasks in a fast-paced environment.
  • Basic Project Management skills.
  • Willingness and flexibility to work additional hours to finish projects during peak seasons.
  • Qualified Pension Administrator (QPA) designation from the American Society of Pension Actuaries (ASPPA) or similar level of certification or testing achieved in National Institute of Pension Administrators (NIPA) or willingness to pursue ASPPA exams
  • Performs other duties as assigned.

Education and Experience:

  • Bachelor’s degree preferred with focus in Accounting or Mathematics a plus.
  • Defined Contribution administration experience (two years or more) preferred. 
  • Defined Benefit experience a plus.

Salary commensurate with experience. 

How to Apply

Submit resume or inquiries to sharonb@csgbenefits.com


View All Jobs, Sorted by Date


Manage This Listing (employer only)

© 2022 BenefitsLink.com, Inc.