Senior DB/DC Cash Balance Consultant (Remote)

Job Description

Networks Connect is hiring for a Senior DB/DC Cash Balance Consultant that will work remotely. Seeking an individual with five years of experience at a TPA firm performing the entire range of plan admin tasks in DB/DC combo plans using ASC software.

Primary Responsibilities:  

• Provide exceptional customer service, including problem-solving
• Assist the client with all initial and ongoing plan design and document support
• Responsible for almost all aspects of actuarial valuation reports, participant statements, Annual funding notice, and AFTAP preparation
• Review or perform the annual testing for plans, including ADP/ACP, Top Heavy, 410(b), 415, 401(a)(4), 401(a)(26), deductibility, and 402(g)
• Prepare benefit calculations and review distribution paperwork
• Prepare and review Form 5500, draft Schedule SB for an actuary, and coordinate with the plan sponsor to help ensure timely filing
• Prepare PBGC termination filing
• Assist auditors if a plan is subject to an annual audit
• Plan design for existing and potential new clients
• Research technical and regulatory issues related to client’s plans
• Maintain a positive and proactive relationship with clients and contacts, including plan upkeep and advising clients on technical and regulatory requirements
• Continue education through webcasts and ASPPA exams

Requirements: 

• Minimum five years of ERISA defined benefit and defined contribution experience in the retirement industry
• Hold a bachelor’s degree or comparable professional work experience
• Experience in the analysis of financial data required
• Demonstrate strong customer focus and an excellent phone manner
• Have the ability to solve complex problems without direct supervision
• Have strong attention to detail, organization, multi-tasking, and follow-up skills
• Demonstrate superior interpersonal, written, and verbal communication skills
• Thrive in a team environment and be a positive team player
• Strong Word, Excel, and Outlook skills
• Experience in ASC software is desirable but not required
• ASPPA or NIPA designation preferred

Earnings

$85,000 - $110,000 salary

Category

Financial Services