Estate Planning Consultant jobs in Connecticut

Pension Associates is a third 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 experienced Pension Consultant with hands-on experience in compliance and plan administration.

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 :

2 - 5 years experience in Defined Benefit and Defined Contribution administration. Floor Offset and Combo Plan experience desired.

Extensive training will be provided if experience is less than 5 years

• Excellent knowledge of ADP / ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
• Working knowledge of defined Benefit plans including Cash Balance Plans, top heavy requirements, minimum and maximum funding requirements
• General understanding of actuarial valuations
• General knowledge of PBGC coverage and its requirements
• Excellent organizational skills and a high level of critical thinking
• ASPPA credentials preferred
• Datair Pension system experience a plus

How to Apply

If you are interested please email your resume and salary expectations to hr@pensionassociates.com

Flexible work from home options available.

Last updated : 2024-04-26