Retirement Plan Analyst, Defined Contribution
Trinity Pension Consultants•Copley Township, OH
•$50,000 - $70,000•Onsite
About The Position
Trinity Pension Consultants, Inc., a leading regional, independent Third-Party Administration firm located in Akron, Ohio, is seeking a Retirement Plan Analyst, Defined Contribution. This role involves providing technical support to internal and external counterparts, completing core administration and compliance testing for Defined Contribution Retirement Plans, and collaborating with other departments to deliver reports and anticipate client questions. The ideal candidate will possess strong mathematical skills, attention to detail, and the ability to explain technical information simply.
Requirements
- Dedication to keeping the business.
- Ability to manage office functions efficiently, organize work, establish priorities and maintain good interpersonal relations.
- Ability to learn, apply and explain new technical knowledge in a simplified manner.
- Outstanding communication and computer/software skills.
- Trustworthiness, adaptability and responsiveness.
- Team player and great positive attitude.
- Strong mathematical skills required.
- Relentless pursuit to be successful.
- 1 – 3 years of Retirement Plan Administration experience with qualified plans required.
- 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.
Nice To Haves
- Bachelor’s Degree in related field, preferred.
- Prior experience with Ft. Williams preferred.
Responsibilities
- Provide technical support to internal and external counterparts.
- Complete qualified retirement plan core administration and compliance testing for Defined Contribution Retirement Plans, including: Census Collection, Non-discrimination Testing, 5500 Reporting, Profit Sharing Allocations, Document Updates, Year-End Information Requests, Client Reports.
- Assist with Quarterly Valuations and Participant/Sponsor Statements.
- Prepare Supplementary PPA Statements.
- Prepare Annual Required Participant Notices.
- Perform Participant vesting calculations.
- Calculate 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.
Benefits
- 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
