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Retirement Plan Analyst-Pension – 9283

Retirement Plan Analyst-Pension - 9283

Published: November 29, 2021
Location
Philadelphia, PA
Job Type
Job ID
9283
Yrs Exp(min)
4
Credentials
None
Salary (Mid)
$80,000
Bonus
Yes
Recruiter
Jerry Krecek
Recruiter Phone Number
800 543-2553

Description

The Senior Analyst will have the opportunity to consult with clients directly and help shape the way we run our office. The ideal candidate will have experience handling a wide range of projects and be able to work well within a team in an environment of constantly changing priorities. The ideal candidate will also have a positive can-do outlook, the ability to take initiative, be proactive, and assist colleagues whenever there is an opportunity to do so.

Responsibilities:
Drafting plan documents, amendments and summary plan descriptions
Staying up to date on required amendments for DB and DC plans, and advising our clients
Assistance with projects on a few DC plans, quarterly balances, and nondiscrimination testing
Preparation of Form 5500 and PBGC premium forms
Complex pension benefit calculations such as QDRO’s, late retirement calculations, under/overpayments, and RMD's
Assistance with ERISA and DOL annual notices, such as the Annual Funding Notice and ERISA 104(d) employer notice

Preferences:
5 years of ERISA / IRS / DOL statute and regulations experience
Experience working with plan documents and amendments
Experience with VCP filings
Experience with multiemployer plans

To apply please email: Jerry Krecek | 800 543-2553
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