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Pension Plan Administrator

DeMars Pension Consulting Services, Inc.

in Overland Park KS / Hybrid

Pension Consulting Firm located in the Kansas City metro area is seeking  Pension Plan Administrator with experience in the small to medium-size client marketplace.  Our firm has been providing TPA services for qualified retirement plans for over 40 years.  Ideal candidate will have a minimum of 3-5 years of experience in the qualified plan market.

Duties and Responsibilities:

1. Manages operational aspects of the assigned retirement plans case load, including phone contact, information gathering, annual compliance and testing cycle. Maintain excellent client relationships and provide support to financial advisors as needed.  Plan audit assistance.
2. Preparation of Annual Reporting including IRS Form 5500 and schedules.
3. Trust reconciliation of plan assets.
4. Census analysis, eligibility calculations, vesting determination.
5. Overall technical familiarity with plan rules.  Perform compliance testing, including ADP/ACP discrimination testing, top heavy testing, and 415 testing.
6. Calculation and allocation of plan contributions.  Monitor plan and participant limits. Resolve plan discrepancies and corrections.

Qualifications:

1. Experience in qualified plan market including Profit  Sharing, 401(k) and Cross-Tested Plans.  ESOP plan experience a plus.
2. Member of ASPPA (QPA, QKA) or interest in obtaining designation.
3. Bachelor Degree preferred in Business, Accounting, Finance or Mathematics.
4. Must be proficient with Microsoft 365: Excel, Word and Outlook.
5. Must be highly motivated, self-starter who can work independently.  Must be able to handle workload with minimal supervision.
6. Must be analytical with superior attention to detail.
7. Experience with Relius or ASC software is beneficial.
8. Experience with plans on daily valuation platforms is necessary.

Excellent benefits including Medical, Dental, Vision, Life, LTD, Flexible Benefits, and 401(k) plan with Match.  Also provide Vacation and Sick Days.  Interested candidates should send resume with cover letter and salary requirements to:  cjohnson@demarspension.com.

How to Apply

Please email resume, salary history and cover letter to cjohnson@demarspension.com.

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