DC Retirement Plan Analyst
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
This is a remote position.
SUMMARY / OBJECTIVE:
The purpose of the Retirement Plan Analyst (DC) position is to assist the Operations department in the completion and reviewing of all required administration and compliance within a timely manner.
ESSENTIAL DUTIES:
This will include but not be limited to the following activities:
Corporate Responsibilities
Support complement lead and influence Trinity s entire corporate philosophy including but not limited to the following:
o Trinity Philosophy pyramid
§ Purpose Mission Vision Fusion Real Business Primary Question Dream
§ Longterm Vision
§ Shortterm Priorities
o Trinity Cultural Values
o Raving Fans Service
General Responsibilities
- Provide technical support to Operations team Relationship Managers Sales Team Plan Sponsors and Financial Advisors.
- Assist in the completion and review of core administration and compliance testing including but not limited to:
o 5500 Reporting
o Profit Sharing Allocations
o Document Updates
o Client Reports
o Year End Data and Reconciliation
o Participant Statements
o Valuations
o Supplementary PPA Statements
o Vesting Calculations
o Employer Contribution Calculations
o Annual Required Participant Notices
- Collaborate with other departments in delivering Trinity s reports and anticipating the Plan Sponsor s questions.
- Provide crossdepartment support as needed.
- Assist in special projects and training as assigned.
- Follow policies and procedures.
- Other duties as assigned.
Requirements
QUALIFICATIONS / REQUIREMENTS:
Benefits
WHY JOIN OUR TEAM
The opportunity for building relationships; not onetime interactions.
.
Work on challenging and interesting problems and strive to do the right thing the right way and continually improve.
.
We are a true partner to our clients.
.
Our team is constantly learning both individually and as an organization and truly value hearing our team member s unique perspectives insights and opinions.
.
We are a growing business with development and career path opportunities.
.
We encourage a strong partnership between managers and team members that ensures high performance and continuous professional and personal growth.
.
We strongly believe in promoting from within and look first to our internal talent for open opportunities.
IN RETURN TRINITY PENSION CONSULTANTS OFFERS:
Salary dependent on experience
.
Paid Time Off (PTO)
.
401(k) retirement plan
.
Medical Dental Vision H.S.A. effective Day 1
.
Life Insurance LTD STD
Qualifications / Requirements: Proficient with MS Office (Word, Excel, Outlook) Strong communication skills (written and verbal) and ability to appropriately communicate with all levels of internal and external customers. Ability to multi-task and work within deadlines. Team player and great attitude a must. Excellent attention to detail. Regular attendance at work.
Employment Type
Full Time
