Pension Administrator

Job Type: Full-timeSalary: $50,000.00 to $60,000.00 /yearAdditional Compensation:BonusesBenefits:Health insurance401K Plan with Profit Sharing ContributionPaid time offQualificationsExperience:Pension Administration Experience, 1 year (Preferred)Full Job DescriptionSUMMARYResponsible for preparing plan documents, plan year end compliance requirements, providing excellent client service and overall service of assigned clients in updating key plan data on an annual basis.ESSENTIAL DUTIES AND RESPONSIBILITIESStrong understanding of IRS & ERISA RegulationsProvide pension administration and guidance to clients, and manage small to medium sized clientsPrepare defined benefit and defined contribution plan documentsPrepare IRS Filings (5500, 5558, 5330, etc) and assists auditorsProcess distributions (withdrawals, in-service, RMD’s, loans, hardships)Maintains client and due diligence filesAssists in completing plan applications, plan document review, and plan implementationPerform with guidance from other team members, routine and recurring plan administration tasks for clients’ defined benefit plans and defined contribution plans (e.g., benefit calculations, annual data updates, assist with preparation of benefit statements, annual valuation)Work cooperatively with other team members to complete tasks and to ensure unified delivery of servicesGain a thorough understanding of the plan design ( e.g., benefit formulas, options, eligibility)Must have knowledge on how to work with the Datair systemFollow and update documentation materials as directedMaintain complete and accurate work papers and audit trailsServe as a contact with clients’ human resources personnelAdhere to pension plan documents and government regulations in administering plansResearches and supports new initiatives to increase our efficiency, productivity, compliance and profitability;Be accountable to team members for agreements and commitmentsOther duties as assigned.QUALIFICATIONSEDUCATION / EXPERIENCEBachelor’s degree of equivalent combination of education and experience1 + related work experience PreferredProfessional designation (ASPPA, NIPA, etc.) or progress toward designation preferredUnderstanding of retirement plan types and operations; as well as knowledge of ERISA guidelines and regulationsSKILLSExcellent interpersonal, relationship building and problem solving skillsExcellent oral and written communication skillsExceptional attention to detailAbility and motivation to work independentlyGood time management skillsGood planning, organizational and prioritization skillsAdvanced analytical skillsProficient in Microsoft Office productsEducation:Bachelor's (Required)Language:English (Required)MandarinWork authorization:United States (Required)This Company Describes Its Culture as:People-oriented -- supportive and fairness-focusedTeam-oriented -- cooperative and collaborativeSchedule:Monday to FridayHow to ApplyPlease submit cover letter and resume by email to jobs@ezpension.com