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Pension Consultant - Stamford, United States - Pension Associates Retirement Planning, LLC
Description
Job Description
Job DescriptionPension 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:
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.
