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Pension Associate

Assist our staff of Pension Administrators while learning about the world of pension administration.

Job Description

The position will initially consist of assisting our staff of Pension Administrators with the responsibilities listed below while the candidate learns the work of pension administration and the software programs that support the work. The successful candidate will, over time, grow into a Pension Administrator, which will include studying and passing exams that qualify the individual for designations from the American Society of Pension Professionals and Actuaries (ASPPA) and managing a caseload of clients.

Primary Responsibilities Include

  • Retirement plan administration, including
    • Trust accounting
    • Eligibility and vesting calculations
    • Preparation of valuation reports and participant statements
    • Contribution calculations
    • Distribution processing and loan administration
  • Preparing Form 5500 filings and PBGC filings
  • Performing discrimination testing, including paired DB/DC plans
  • Building and maintaining client relationships aimed at client retention by understanding the client’s organization, procedures, internal policies, and overall business needs
  • Analyzing and resolving client questions
  • Coordinating and directing client activities with other team members
  • Preparing proposals for new client work and/or new work for existing clients

QUALIFICATIONS INCLUDE

  • Preferred: Enrolled Actuary with three to five years of experience with small pension plans. We will also consider someone that has passed one or more of the EA exams.
  • Excellent oral and written communication skills
  • Excellent command of the English language
  • Ability to work on several projects simultaneously
  • Exceptional attention to detail
  • Exceptional customer relations skills
  • Ability to work in a team environment
  • Experience using software/programming skills to analyze and solve problems
  • Strong computer skills

Career Opportunity Form

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