200+ applicants
Duncan Financial Group · 3 days ago
Plan Administration Pension Analyst
Pennsylvania, United States
Full-time
Remote
Mid Level
2+ years exp
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Maximize your interview chancesAccountingFinancial Services
Hiring Manager
Dustin Henry
Insider Connection @Duncan Financial Group
Responsibilities
Annual Valuation Reports
Annual contribution computations, including new comparability
Determination of eligibility and vesting
Testing of Nondiscrimination, coverage and top heavy
Trust Accounting /Asset Reconciliation
Prepare 5500, 5330 and 8955 Forms
Calculate required minimum distributions
Work with multiple record-keepers
Communicate with clients via telephone and email correspondence
Establish and maintain plan documents including amendments, restatements, notices, SPD, SMM, etc.
Qualification
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Required
Minimum of 2 years’ experience in Defined Contribution Administration
Proficient with Datair, PensionPro 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-oriented
Benefits
Hybrid and remote work arrangements available
Three United Healthcare Medical plans to choose from
United Healthcare Dental plan- free for employees
United Healthcare Vision plan
Company paid Life Insurance with additional supplement life options for employees and their families
Short Term Disability
Company Paid Long Term Disability
Supplemental insurance including Critical Illness, Accident, Prepaid Legal
PTO with prior employer matching
Paid Holidays
Financial support of continuing education and additional development and certifications
Bonus program for suggested certifications
Social and Philanthropic opportunities
Company
Duncan Financial Group
Duncan Financial Group offers a new standard of insurance and financial guidance that is unmatched in the industry.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Barbara Gongloff, QKA
Chief Operating Officer
David Duncan, CFP®
Executive Chairman and Chief Investment Officer
Company data provided by crunchbase
