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Pension Consultant

Pension Associates

in Remote / Stamford CT

Logo for Pension Associates

Pension Associates is a third party administration firm located in Stamford, Ct. We have been doing business since 1990 and specialize in both DB / DC plan design, administration and actuarial services.  Due to our continued growth, we are currently seeking an experienced Pension Consultant with hands-on experience in compliance and plan administration.

Job Responsibilities:

  • Maintain client and advisor relationships with a high client retention rate
  • Maintain a caseload of about 100 small clients
  • Review and approve ADP/ACP, other non-discrimination testing, Form 5500 and other government forms
  • Proactively communicate with clients and investment advisors about new industry developments
  • Work with CPA, recordkeeper and advisor to ensure a great client experience
  • Consult with clients regarding plan operation and design
  • Manage and prioritize workload towards weekly goals in a results oriented team environment
  • Clearly communicate to the client and advisor regarding the complexities of combo plans, including annual funding requirements, plan design, and deadlines (funding, 5500, PBGC, amendments, etc.)

Qualifications:

  • 2 - 5 years experience in Defined Benefit and Defined Contribution administration.  Floor Offset and Combo Plan experience desired.  Extensive training will be provided if experience is less than 5 years    
  • Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
  • Working knowledge of defined Benefit plans including Cash Balance Plans, top heavy requirements, minimum and maximum funding requirements
  • General understanding of actuarial valuations
  • General knowledge of PBGC coverage and its requirements
  • Excellent written and verbal communication skills
  • Excellent organizational skills and a high level of critical thinking
  • ASPPA credentials preferred
  • Datair Pension system experience a plus

How to Apply

If you are interested please email your resume and salary expectations to hr@pensionassociates.com


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