Senior Pension Consultant (REMOTE)
Job Description
Networks Connect is conducting a search for a remote Senior Pension Consultant that 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
Category
Financial Services