Job Description

Job Description

Job Description

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.
  
  
  
   

Job Tags

Similar Jobs