Defined Benefit Pension Admin-8572
Client seeking an individual in New York with small plan experience to handle administration of small DB or DC plans in a TPA firm setting.
Clients range in size from 1-500 lives with most being under 20 lives.
Prepare valuations, 5500 Forms, benefit statements and other client deliverables.
Plan documents, preparation of documents, amendments and related materials.
Manage diverse caseload, will work with clients and handle plan design and administration issues.
This is a growing operation with an excellent work/life balance.
If there is interest in pursuing actuarial credentials, this will be supported.
Continuing education is covered.
Two years of DB/DC work and/or traditional DB and DC plan knowledge
Experience with Datair or similar product is preferred.
Must have familiarity with Non-Discrimination testing and running valuations.
Solid knowledge of ERISA, IRS, DOL and PBGC issues and rules.
Compliance and non-discrimination testing.