Job Description

Job Description

Our analysts complete qualified retirement plan administration starting from data collection through Form 5500 delivery for companies that range in size from owner-only businesses through large plan filers. Analysts work collaboratively with team members, consultants and management while training to manage a client list of their own.

Our team is looking for someone with 2-5 years experience with Defined Contribution plan administration, including but not limited to :

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1. Payroll or Census data scrubbing and verification
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2. ADP/ACP testing and corrections
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3. Profit sharing allocation calculations
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4. Employer safe harbor allocations
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5. FT Williams compliance and 5500 experience
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6. Exposure to large and small plan filers
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7. Trust accounting with an understanding of accruals
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8. Secure and Secure 2.0 regulation updates and affects on Qualified Retirement Plans
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9. Communicating with clients and advisors to discuss plan document permissions, allocations, and plan eligibility requirements
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Qualifications

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• General knowledge of data analytics, statistics and advanced mathematical calculation techniques as may be obtained with a 4-year degree in Mathematics, Business, or related technical field and minimum 1 year experience working with qualified pension and benefits plans in an administrative or technical capacity. Additional demonstrated experience may be substituted for education.
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• Comprehensive knowledge of FTW software and Microsoft Office software preferred.
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• Ability to gather and analyze data, perform mathematical calculations, identify, and solve problems and follow complex instructions.
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• Ability to read and write at an advanced level to understand complex legal documents.
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• Ability to communicate verbally and in writing to internal staff and external clients and advisors in a manner that is clear and responsive to questions and issues.
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• Ability to work individually and within a team. Ability to meet deadlines while working on multiple projects.
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• Ability to perform analyses and produce professional reports and correspondence.
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• Ability to learn and work with other retirement plan related system platforms and software as may be gained through training or prior work experience.
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• Understanding of DBZ policies, procedures, mission, goals, objectives, and organization values as acquired through company handbook, written policies, and on-the-job experience.
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• Ability to maintain designated membership in the American Society of Pension Professionals and Actuaries (ASPPA).
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Normal office conditions 100%. Sedentary for extended time periods while working on a computer. This role routinely uses office equipment such as computers, phones and copy machines.

Disclaimer: The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

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