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Plan Administrator

American Pension LLC

in Berkeley Heights NJ

American Pension, LLC is seeking a Pension Administrator for immediate hire.

This is an excellent opportunity to join American Pension, which has been serving pension administrative needs for the past 47 years. We are a fee-for-service third party retirement plan administration company that provides retirement plan consulting, plan design, and plan administration. We specialize in 401(k) and Profit Sharing plans.

DUTIES AND RESPONSIBILITIES

• Maintain client relationships on an assigned case load
• Effectively communicate with clients, financial advisors, and other professionals
• Effectively and efficiently maintain the case load including but not limited to:
  • Data collection
  • Compliance testing including ADP/ACP, top heavy, 410(b), 401(a)(4), 402(g) and 415 limits
  • Form 5500 and other government filing preparation
  • Support clients through audits
  • Employer calculation contributions (including age-weighted and new comparability)
  • Reconciliation of quarterly/annually brokerage account statements and trust reports
  • Balance forward recordkeeping and statement production
  • Manage benefit processing, including reviewing requests, verifying vesting, and submitting of loan and distribution paperwork to vendors.
  • Answer inquiries from clients and financial advisors.

Qualifications

• Bachelor’s Degree or equivalent experience
• 5 - 7 years 401(k) plan administration experience required
• Working knowledge of Datair software, preferred
• Proficiency in Microsoft Office
• Excellent verbal and written skills
• Knowledge of ERISA regulations and plan documents
• Strong problem solving and analytical skills
• Strong interpersonal communication skills, capable of building good working relationships
• Must be organized, self-motivated, have a strong attention to detail, be able to multi-task, and, most importantly, be team-oriented.

How to Apply

To apply, please email résumé to admin@apc401k.com

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