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Pension Analyst 401(k)

Company: Duncan Financial Group / Atlantic Financial Group
Location: Arlington
Posted on: November 23, 2020

Job Description:

Pension Analyst 401(k)At Duncan Financial Group, our mission is to Make It All Work Together for our clients. We are a team of proven professionals with expertise in all financial services. Duncan Financial Group's Third Party Administration division has been in business for 30 years designing and administering qualified retirement plans. We have an immediate need for an experienced 401(k) Administrator.Duties will include, but are not limited to: Annual Valuation Reports Annual contribution computations, including new comparability Collecting and analyzing employee census information Determination of eligibility and vesting Testing of Nondiscrimination, coverage and top heavy Allocation of forfeitures Trust Accounting /Asset Reconciliation Review participant loans and distributions Prepare 5500, 5330 and 8955 Forms Calculate Required Minimum Distributions Communicating with clients via telephone and email correspondence Prepare audit packages and work with CPAs during annual tax form audits for large plans Establish and Maintain Plan Document including amendments, restatements, notices, SPD, SMM, etc.The following competencies are required: 2 years experience in Defined Contribution Administration Proficient with Datair and Microsoft Office systems Knowledge of ERISA, DOL and IRS regulations Ability to multi-task, accuracy, dependability, sense of integrity, and self-motivated Ability to meet deadlines timely Strong written and verbal communication skills Exceptional organizational skills Detail orientedLocal and remote candidates are encouraged to apply. Duncan Financial Group offers competitive wages, health, vision, dental, company-paid life insurance and long term disability, supplemental insurance, 401(k) with match, and more. Please see our website for additional job opportunities and information about the company.

Keywords: Duncan Financial Group / Atlantic Financial Group, Arlington , Pension Analyst 401(k), Professions , Arlington, Texas

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