What are the responsibilities and job description for the Defined Contribution Pension Consultant - Hybrid position at TOG?
IMPORTANT...ONLY APPLY if you have experience with Defined Contribution Retirement Plan administration experience. Thank you!
Do you like the way it feels being meticulous and detail-focused, helping clients with their Defined Benefits and Contribution Plans? We are looking for you! Do you enjoy a positive culture and a small team environment that is friendly, supportive, works hard and has fun doing it? Then we would love to hear from you...
Here are some of the responsibilities:
Provide the administrative and consulting services for all types of employer sponsored retirement plans including 401(k), Profit Sharing, Defined Benefit and Cash Balance plans.
Responsible for managing case load of Defined Contribution retirement plans and successfully moving them through the pension administration cycle which includes compliance testing and Form 5500 preparation
- Build and foster existing relationships with clients, advisors and accountants
- Ability to focus with little or no supervision and flexibility to multi-task
- Complete annual plan valuations, including plan testing
- Assist in the amendment and restatement of plan documents
MUST HAVE:
2-5 yrs plan administration experience
Experience with defined benefit and employer sponsored retirement plans
Form 5500 preparation experience
Position is Mon-Friday, day shift.
Benefits:
- Health insurance
- Dental insurance
- Vision insurance
- Retirement plan
- Paid time off
Our Culture is supportive, inclusive, easy-going, hard-working, and fun
- Detail-oriented -- quality and precision-focused
This Job Is Ideal for Someone Who Is:
- Dependable -- more reliable than spontaneous
- People-oriented -- enjoys interacting with people and working on group projects
- Detail-oriented -- would rather focus on the details of work than the bigger picture
Job Type: Full-time
Pay: $55,000.00 - $80,000.00 per year
Physical Setting:
- Office
Schedule:
- 8 hour shift
- Monday to Friday
Pay may depend on skills and/or qualifications
Experience:
- defined benefit/contribution plan: 2 years (Required)
Job Type: Full-time
Pay: $50,000.00 - $80,000.00 per year
Benefits:
- 401(k)
- Flexible schedule
- Health insurance
- Paid time off
- Retirement plan
- Vision insurance
Physical Setting:
- Office
Schedule:
- 8 hour shift
- Monday to Friday
COVID-19 considerations:
We are staying up-to-date on all health and safety initiatives and guidance as it relates to COVID-19, and taking all precautionary and preventative measures to insure the safety of our employees. This is our priority, and will remain so.
Ability to commute/relocate:
- Mount Kisco, NY 10549: Reliably commute or planning to relocate before starting work (Preferred)
Education:
- High school or equivalent (Preferred)
Experience:
- Defined Benefits & Contribution Plans: 2 years (Preferred)
- Form 5500 preparation: 1 year (Preferred)
Work Location: One location