COMBO Pension Administrator (Now Hiring)

As a full-time Pension Administrator, you will have to work closely with in-house actuaries, maintain client relations and be part of a team of creative plan benefits experts.

JOB DESCRIPTION :

Prepare Annual Valuation packages for all assigned plans, including the following :

• Annual Valuation Report
• Letters for the Valuation package
• IRS Form 5500 and related schedules
• Additional IRS forms (ie. 5330, 8955-SSA, etc.) and schedules
• PBGC Comprehensive Premium Filings
• Plan design for existing and potential new clients
• Perform, review and correct annual non-discrimination testing for stand alone DB / Cash Balance Plans and combination DB / DC plans. This includes but is not limited to : 410(b), 401(a)(4), 401(a)(26), and gateway testing
• Review all reports, tax forms, notifications, disclosures, legal documents, etc. that are sent to the client or a government agency
• Calculate projections and contribution requirements
• Prepare distribution calculations and review distribution forms prepared for terminated employees
• Research technical and regulatory issues related to client’s plans
• Maintain a positive and proactive relationship with clients and contacts, including plan up keep and advising clients on technical and regulatory requirements
• Continue education through webcasts and ASPPA exams

JOB REQUIREMENTS :