Pension Consultant

Job Description

Pension Associates is a third party administration firm located in Stamford, CT. We have been doing business since 1991 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