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

Flexible work from home options available.