Pension Associate

Pension Planning Consultants becomes Daybright Financial

Daybright Financial is part of a unified rebrand of our parent company, U.S. Retirement & Benefits Partners. The name change does not affect how we can be contacted or how your account is accessed. You’ll continue working with the same team, committed to helping you reach your retirement goals. To learn more, visit

The position will initially consist of assisting our staff of Pension Administrators with the responsibilities listed below while the candidate learns the work of pension administration and the software programs that support the work. Over time, the successful candidate will grow into a Pension Administrator, studying and passing exams to earn designations from the American Society of Pension Professionals and Actuaries (ASPPA) and managing a caseload of clients.

• Trust accounting
• Eligibility and vesting calculations
• Preparation of valuation reports and participant statements
• Contribution calculations
• Distribution processing and loan administration
• Preparing Form 5500 filings and PBGC filings
• Performing discrimination testing, including paired DB/DC plans
• Building and maintaining client relationships aimed at client retention by understanding the client’s organization, procedures, internal policies, and overall business needs
• Analyzing and resolving client questions
• Coordinating and directing client activities with other team members
• Preparing proposals for new client work and/or new work for existing clients

• Excellent oral and written communication skills
• Excellent command of the English language
• Ability to work on several projects simultaneously
• Exceptional attention to detail
• Exceptional customer relations skills
• Ability to work in a team environment

Working hours:

Mon - Fri, 8:00 am to 5:00 pm (Mountain Time).