Retirement Plan Analyst, Defined Contribution
Retirement Plan Analyst, Defined Contribution
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Job Description
Do you want to utilize your skills for math and attention to detail Do you want to work for a growing company in an expanding business market Are you effective at managing multiple tasks and explaining technical information in a simple manner Then we want to talk to you!
Who We Are:
Trinity Pension Consultants Inc. is a leading regional independent and non-producing Third-Party Administration firm located in Akron Ohio and has regional offices in Columbus OH; Cincinnati OH; Indianapolis IN; Nashville TN; Detroit MI; and Atlanta GA. Trinity collaborates with retirement plan sponsors and their associated financial professional in delivering highly effective administration and compliance solution for their employer sponsored retirement plan.
What Our Retirement Plan Analysts are responsible for:
- Provide technical support to internal and external counterparts.
- Complete qualified retirement plan core administration and compliance testing for Defined Contribution Retirement Plans including but not limited to: Census Collection Non-discrimination Testing 5500 Reporting Profit Sharing Allocations Document Updates Year-End Information Requests Client Reports
- Client Participant Statements (Assist with Quarterly Valuations and Participant/Sponsor Statements).
- Supplementary PPA Statements.
- Annual Required Participant Notices.
- Participant vesting calculations.
- Calculation of employer contributions (including cross-testing / partnerships & sole proprietors).
- Collaborate with other departments in delivering Trinity s reports and anticipating client s questions.
- Provide cross-channel support as appropriate.
Requirements
Who You Are:
- Dedication to keeping the business is a must!
- Ability to manage office functions efficiently organize work establish priorities and maintain good interpersonal relations.
- Be able to learn apply and explain new technical knowledge in a simplified manner.
- Possess outstanding communication and computer/software skills and demonstrate trustworthiness adaptability and responsiveness.
- Team player and great positive attitude is a must.
- Strong mathematical skills required.
- Possess a relentless pursuit to be successful.
Must Haves:
- Preferred 1 3 years of Retirement Plan Administration experience with qualified plans.
- Bachelor s Degree in related field preferred.
- Prior experience with Ft. Williams preferred.
- Excellent verbal and written communication and listening skills.
- Proficient computer / software skills including MS Office (Word Excel Outlook).
- Discipline and drive to stay focused and motivated with limited supervision.
- Effective time management and organization capabilities with a focus on delivering superb client experience.
- ASPPA QKA and QPA required or willing to attain; maintain ASPPA Membership.
Benefits
Why Join Our Team
- Work on challenging and interesting problems and strive to do the right thing the right way and continually improve.
- We are a true partner to our clients.
- Our team is constantly learning both individually and as an organization and truly value hearing our team members unique perspectives insights and opinions.
- We are a growing business with development and upward mobility opportunities.
- We encourage a strong partnership between managers and team members that ensures high performance and continuous professional and personal growth.
- We strongly believe in promoting from within and always look first to our internal talent for open opportunities.
- Salary dependent on experience
- Paid Time Off (PTO)
- 401(k) retirement plan
- Medical Dental Vision H.S.A. - effective Day 1
- Life Insurance LTD STD
- PTO Purchase
- Summer Fridays
Are you ready to join our team
If you feel like you are the right candidate for this job just click on the apply button. Our quick application should take you about 5 minutes to fill out and your information will be sent to our hiring team.
All qualified applicants will receive consideration for employment without regard to race color sex age national origin religion sexual orientation gender identity and/or expression status as a veteran and basis of disability or any other federal state or local protected class.
At this time we are not considering candidates that need immigration sponsorship now or in the future or those needing work authorization for this role.
What Our Retirement Plan Analysts are responsible for: Provide technical support to internal and external counterparts. Complete qualified retirement plan core administration and compliance testing for Defined Contribution Retirement Plans, including, but not limited to: Census Collection, Non-discrimination Testing, 5500 Reporting, Profit Sharing Allocations, Document Updates, Year-End Information Requests, Client Reports Client Participant Statements (Assist with Quarterly Valuations and Participant/Sponsor Statements). Supplementary PPA Statements. Annual Required Participant Notices. Participant vesting calculations. Calculation of employer contributions (including cross-testing / partnerships & sole proprietors). Collaborate with other departments in delivering Trinity s reports and anticipating client s questions. Provide cross-channel support as appropriate. Who You Are: Dedication to keeping the business is a must! Ability to manage office functions efficiently, organize work, establish priorities and maintain good interpersonal relations. Be able to learn, apply and explain new technical knowledge in a simplified manner. Possess outstanding communication and computer/software skills, and demonstrate trustworthiness, adaptability and responsiveness. Team player and great positive attitude is a must. Strong mathematical skills required. Possess a relentless pursuit to be successful. Must Haves: Preferred, 1 3 years of Retirement Plan Administration experience with qualified plans. Bachelor s Degree in related field, preferred. Prior experience with Ft. Williams preferred. Excellent verbal and written communication and listening skills. Proficient computer / software skills, including MS Office (Word, Excel, Outlook). Discipline and drive to stay focused and motivated with limited supervision. Effective time management and organization capabilities with a focus on delivering superb client experience. ASPPA QKA and QPA required or willing to attain; maintain ASPPA Membership.
Education
Associates' Degree preferred.
Employment Type
Full Time
