Retirement Plan Analyst, Defined Contribution

Retirement Plan Analyst, Defined Contribution

Full time | Trinity Pension Consultants | United States

Salary: 50,

Location:

Akron, Ohio 44321

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. Trinity collaborates with retirement plan sponsors and their associated financial professionals in delivering highly effective administration and compliance solutions for employer-sponsored retirement plans.

• 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.
• Produce client participant statements, including quarterly valuations and participant/sponsor statements.
• Generate supplementary PPA statements.
• Prepare annual required participant notices.
• Calculate participant vesting.
• Calculate employer contributions (including cross-testing, partnerships & sole proprietors).
• Collaborate with other departments to deliver Trinity’s reports and anticipate client questions.
• Provide cross-channel support as appropriate.

• Dedication to keeping the business running.
• 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, demonstrating trustworthiness, adaptability, and responsiveness.
• Team player with a positive attitude.
• Strong mathematical skills.
• Relentless pursuit of success.

Must Haves:

• 1–3 years of retirement plan administration experience with qualified plans.
• Bachelor’s degree in a 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, focusing on delivering superb client experience.
• ASPPA QKA and QPA required or willing to attain; maintain ASPPA membership.

• Salary dependent on experience.
• Paid Time Off (PTO).
• Life Insurance, LTD, STD.
• PTO Purchase.
• Summer Fridays.

Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard torace, 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.