Plan Consultant

Responsibilities

• Obtain data from clients and follow up as needed.
• Prepare quarterly and/or annual administration including trust accounting and computer work.
• Respond to client inquiries and develop client relationships.
• Prepare 5500 and ERISA report and accompanying tax forms for each plan.
• Prepare and run the following tests: ADP, ACP, 410(b) and other tests as required.
• Check and monitor loan and distribution requests; handle IRS and internal client audits.
• Assist other Pension Administrators whenever necessary.
• Handle other duties as assigned.

Qualifications

• Bachelor's degree in Business Administration or related field required.
• Good customer service, communication, and analytical skills.
• Solid project management experience and the ability to multitask.
• Knowledgeable with computers and strong interpersonal skills.
• A minimum of 3 years related experience necessary, including experience in Pension Plan Administration and Retirement Industry knowledge.