Pension Consultant: DB/DC Plans & Compliance Specialist

Pension Associates Inc; Washington; On-site; USD 75,000 - 110,000; Full time

Job summary

Pension Associates Inc. in Stamford, CT, seeks an experienced Pension Consultant to manage client relationships, administer a caseload of about 100 small clients, and ensure compliance with ADP/ACP testing, Form 5500, and related filings.

The role requires strong communication, organization, and the ability to work with advisors and CPAs. You will consult on plan operation and design, prioritize weekly goals in a collaborative, results-driven team environment, and handle complex funding and

Qualifications

• 2–5 years' experience in Defined Benefit and Defined Contribution administration.
• Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing.
• Working knowledge of defined Benefit plans including Cash Balance Plans and funding requirements.
• Excellent written and verbal communication skills.

Responsibilities

• Maintain client and advisor relationships with a high client retention rate.
• Maintain a caseload of about 100 small clients.
• Review and approve ADP/ACP tests, 5500 forms, and other government filings.
• Communicate with clients and investment advisors about industry developments.
• Collaborate with CPA, recordkeeper and advisor to ensure a great client experience.
• Consult with clients regarding plan operation and design.
• Manage workload toward weekly goals in a team environment.
• Explain complex combo plans and funding deadlines to clients and advisors.

Skills

Communication skills

Organizational skills

Critical thinking

Education

Bachelor’s degree in business, accounting, or communication

ASPPA credentials preferred

Tools

Datair Pension system

Job description

Pension Associates Inc. in Stamford, CT, seeks an experienced Pension Consultant to manage client relationships, administer a caseload of about 100 small clients, and ensure compliance with ADP/ACP testing, Form 5500, and related filings.

The role requires strong communication, organization, and the ability to work with advisors and CPAs. You will consult on plan operation and design, prioritize weekly goals in a collaborative, results-driven team environment, and handle complex funding and