Retirement Plan Analyst
4 weeks ago
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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