Pension Consultant - Entry level

Pension Associates Retirement Planning, LLC

Pension Consultant - Entry level

Stamford, CT
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    Competitive salary

    Dental insurance

    Health insurance

    Paid time off

    Training & development

    Pension Associates is a 3rd party administration firm located in Stamford, CT. We have been doing business since 1991 and specialize in both DB / DC plan design, administration and actuarial services. Due to our continued growth, we are currently seeking an entry level Pension Consultant. This is a great opportunity to gain the valuable experience for new college graduate with interest in the pension industry.

    Job Responsibilities:

    • Maintain client and advisor relationships with a high client retention rate • Maintain a caseload of about 100 small clients • Review and approve ADP/ACP, other non-discrimination testing, Form 5500 and other government forms • Proactively communicate with clients and investment advisors about new industry developments • Work with CPA, recordkeeper and advisor to ensure a great client experience • Consult with clients regarding plan operation and design • Manage and prioritize workload towards weekly goals in a results oriented team environment • Clearly communicate to the client and advisor regarding the complexities of combo plans, including annual funding requirements, plan design, and deadlines (funding, 5500, PBGC, amendments, etc.)

    Qualifications:

    Recent college graduate with willingness to learn.

    Works well under pressure and deadline.

    Excellent written and verbal communication skills

    Excellent organizational skills and a high level of critical thinking

    Some accounting background would be helpful.

    Experience with MS Suite would be helpful.

    Position is 100% on-site - no remote work.