Senior Pension Consultant (Remote)

Job Description

Networks Connect is hiring for a Senior Pension Consultant that will work remotely. The role of the Senior Pension Consultant manages the day‐to‐day affairs and the strategic decisions involved with our client’s retirement benefit plan, including providing attention to details and delivering quality results.

The role of the Senior Pension Consultant is critical to ensuring the delivery of a high level of service.

Essential Job Functions:

To perform this job successfully, an individual must be able to perform each essential function satisfactorily.

Maintain client relationships through consulting all aspects of plan design and administration
Identify and defining the clients goals and properly design a plan to achieve them and identify problems and find ways to provide appropriate solutions
Ensure the timely completion of all annual administration (including loan/distribution processing, reporting, etc.) for assigned caseload
Review all Plan Document provisions and contribute to Plan design and review
Perform compliance testing (ADP/ACP, 410(b), 401(a)(4), 402(g), 416 and 415 limits)
Effectively communicate internally and with clients, advisors, CPA’s and other professionals
Assembly & Delivery of Annual Data Request Packages
Input Census Data
Input Trust Data & Balancing including participant loan reconciliation
Performing contribution calculations including cross‐testing and balance forward valuations
Review/process loan, hardship, and distribution review/processing
Prepare Forms 5500, 8955‐SSA and other government filings
Prepare Voluntary Compliance Program filings
Provide excellent communication skills. Must possess the ability to convey complex ideas clearly and concisely both orally and in writing
Keep current with the regulatory environment and maintains CE requirements, as required
Prepare and deliver Annual Notices as required

Desired Experience:

At least five years of experience in the qualified retirement plan industry demonstrating incremental growth in knowledge and responsibility. Compliance testing experience with ASC software is required.
Bachelor’s degree in Actuarial Science, Accounting, Finance, Mathematics or related field
Strong client relationship skills
Ability to work as part of a team or independently
Knowledge of retirement plan industry, ERISA, DOL & IRS regulations, and plan document issues
Strong MS Office skills (Word, Excel & Outlook)
Positive and professional attitude

Minimum Education/Experience:

ASPPA and/or NIPA designations
Proficiency in Define Contribution and Defined Benefit plan administration and plan document interpretation
Excellent computer skills in Excel, Work, ASC system including experience with Ft. Williams administration software
Bachelor’s degree or equivalent experience

Earnings

$85,000 - $100,000 salary

Location - Remote

Job Type

Full-time

Networks Connect