- 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.)
- - 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
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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:
Qualifications:
How to Apply
If you are interested please email your resume and salary expectations to
