Pension Consultant

3 weeks ago


Stamford, Connecticut, United States Pension Associates Retirement Planning, LLC Full time
Job Opportunity

Pension Associates Retirement Planning, LLC is seeking an experienced Pension Consultant to join our team. As a key member of our team, you will be responsible for maintaining client and advisor relationships, reviewing and approving government forms, and communicating with clients and investment advisors about new industry developments.

Responsibilities
  • Maintain a caseload of approximately 100 small clients and ensure a high client retention rate.
  • 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.
Qualifications
  • 5 years of experience in Defined Benefit and Defined Contribution administration, with Floor Offset and Combo Plan experience desired.
  • 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.

Pension Associates Retirement Planning, LLC offers flexible work-from-home options and a dynamic work environment. If you are interested in this opportunity, please email your resume and salary expectations to us.


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