Retirement Plan Analyst

4 weeks ago


Bridgewater, United States Preferred Pension Planning Full time

Job Description Job Description

Preferred Pension Planning is looking for a Retirement Plan Analyst to join our team. The analyst will work on a book of defined contribution and/or defined benefit plans, including 401(k) plans, profit sharing plans, 403(b) plans, and cash balance plans.

Job duties include:

Analysis of plan sponsor census data

Compliance testing including coverage and ADP/ACP tests

Determination of employer contributions

Reconciliation of plan assets and receivables

Preparation of Form 5500 and Summary Annual Report

Preparation of annual valuation report

Other assignments as needed to ensure compliance with ERISA and IRS regulations

Qualifications:

Ability to multi-task and work independently is essential

Ability to prioritize tasks and meet to multiple deadlines

Ability to plan ahead and budget time proactively

Demonstrated research skills will be extremely helpful

Proficiency with Microsoft Excel

Prior experience with qualified retirement plans is desired but not required; we are willing to train the right candidate

About PPPC

Preferred Pension Planning was founded in 1986 to provide exceptional actuarial and retirement plan consulting services. Our clients are small and medium-sized businesses across all industries who sponsor retirement plans for their employees. Preferred Pension Planning is a member of the American Society for Pension Professionals and Actuaries and is certified by CEFEX, the Centre for Fiduciary Excellence.

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