Defined Benefit Plan Consultant

Remote Full-time
For over 40 years our professionals have provided companies with recordkeeping, administration, and actuarial services for their retirement plans. Planned Retirement Consultants & Administrators, LLC provides services to more than 1,500 plans in 30 states ranging in size from one to thousands of employees. PRC&A is a full-service actuarial consulting firm providing Third Party Administrative (TPA) services to 401k and Defined Contribution plans, as well as Actuarial Services to Defined Benefit plans. TYPE OF JOB: Full Time RESPONSIBILITIES: Defined Benefit Plan Administration - Review census data collected and enter data into administration software, - Perform reconciliation of trust assets and accounts, - Prepare contribution allocations, - Testing Corrections, - ADP/ACP/401a General Testing, - Top Heavy Testing, - Nondiscrimination testing, - Employer calculations, - Distributions, - RMD Calculations, - Contribution Correction, - Trust/Contribution Reconciliation, - Loan Balancing, - Plan Compliance Checks, - Prepare DB valuations, - Create valuation reports and prepare Form 5500. Plans include Defined Benefit, Cash Balance, & Combo Prioritize activities and manage time to provide quality client service effectively and efficiently to your assigned plan block Ensure that our commitments to our clients are met by proactively reviewing the status of assigned plans' periodic activity (compliance testing, 5500, quarterly statements, RMDs, etc.) Responsible for protecting, securing, and proper handling of all confidential data held by PRC&A to ensure against unauthorized access, improper transmission, and/or unapproved disclosure of information that could result in harm to PRC&A or our clients Develop effective working relationships with team and internal departments to provide effective service for our clients Provide effective and timely verbal and written communication in a clear, concise, and informative manner to clients and financial advisors. Maintain and continue to grow detailed knowledge and understanding of retirement plan rules and PRC&A business REQUIREMENTS: - Bachelor’s degree in a business related field - 2-5 years of pension administration or related experience - Experience with DATAIR Pension System valuations and ASC DGEM Software is recommended - Proficient with Microsoft Office Word & Excel - Possess strong time management, organizational, problem solving, customer service and communication skills - Able to work well under pressure with multiple priorities and meet deadlines while maintaining a strong attention to detail BENEFITS Our employees enjoy benefits that make them more productive and contribute directly to the development of their professional skills. At PRC&A, we want to be able to attract the best of the best and encourage our employees to continuously learn and grow! On top of an exciting, friendly, and intellectually challenging workplace, we offer: - Health, dental and long-term disability benefits - Hybrid work schedules - Retirement plan - Generous PTO As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Planned Retirement Consultants & Administrators, LLC currently or in the future. Planned Retirement Consultants & Administrators, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. Apply tot his job
Apply Now

Similar Opportunities

Assessment Specialist - English Language Arts

Remote

Red Team Penetration Tester - Technical Lead (Remote Work Schedule)

Remote

ES Exam Scorer- Physical Education CA

Remote

Specialist, Sales (Greenville, NC)

Remote

Exciting Opportunity: Payroll Officer Needed at Right at Home San Antonio .Remote - Contract

Remote

[Remote] Payroll Specialist - TEMP 3 MONTHS

Remote

Advanced Associate, Education Specialist Hourly

Remote

Payroll Specialist Lead - Switzerland / Austria

Remote

ES Foundations of Reading Scorer - (MA)

Remote

Pearson Part Time Virtual School Psychologist (SC)

Remote

[Remote] Strategic Initiatives Bachelor's Intern

Remote

Experienced Customer Success Engineer for GenAI Applications – Technical Consulting and Customer Success Expertise

Remote

Brand Designer – Luxury/high end for Construction company

Remote

[Remote] Life Insurance Agent - PT/FT Work From Home

Remote

Experienced Remote Part-Time Data Entry and Administrative Support Specialist – Flexible Hours and Work-from-Home Opportunity

Remote

Experienced Remote Customer Service Representative - American Express Card Member Support

Remote

[Remote] U.S. Cybersecurity Policy Consultant – Federal Regulation Advisory Role (Hourly or Project)

Remote

Remote Support Associate (Virtual Caregiver) – Overnight Shifts Available – Competitive Pay & Professional Growth Opportunities

Remote

Senior Compliance Specialist (Regulatory Compliance) - 100% remote

Remote

**Entry-Level Live Chat Support Specialist – Join the blithequark Team and Revolutionize Customer Experience**

Remote
← Back to Home