| ESSENTIAL
DUTIES AND RESPONSIBILITIES include the following. Other duties may
be assigned. |
 |
Plan
Design Consulting |
|
Technical
Research Interpretation, Application and Training on Technical Issues and
Procedures |
|
Employee
and Client Meetings |
|
Analyze
plan issues and develop solutions independently other than Team Leader review |
|
Plan
Takeover/Setup - including meetings with client, comprehensive review of
information and coordination of process with some assistance |
|
Review,
manipulate, reconcile and analyze census data with little or no assistance |
|
Trust
Accounting review and analysis including receivables, reconciling items
between funds, loans, forfeitures, comparison of actual vs. reported rates
of return |
|
Allocation
Report-complete process |
|
Complete
reports within 2 weeks from all information received - including anticipating
timing of receipt of information and need for data request |
|
Provide
assistance to Trust Accountant regarding spin-offs and trust accounting
questions |
|
Calculations
- 415, ADP/ACP, 410(b), 416, 404 and 401(a)(4) |
|
Loan
Calculations including payoffs and maximum statutory limits |
|
Technical
allocation reports |
|
Reading
and Interpretation of Plan Documents regarding more technical issues |
|
ASPA
Exams PA, C1, C2-DC and C2-DB or C-3 and C-4 or mastery of knowledge contained
in exams |
|
Assist
with training Trust Accountant (if applicable) |
|
QDRO
review |
|
Client
Payroll interface |
|
Completion
of IRS form 5500 and all attached schedules |
|
Plan
audits (100 + plan participants) |
|
Distribution
Consulting - Hardship, QDRO, NRA, Premature, In-Service, Minimum |
|
Complete
year-end plan administration (including all testing, etc) with little assistance |
|
Average
6 hours chargeable time, 70% billable |
|
Extra
time and effort during year-end and quarterly crunch periods in order to
meet deadlines and commitments |
|
Invoice
Review - discussions with clients regarding questions/issues |
|
Complete
familiarity with all company policies and procedures |
| SUPERVISORY
RESPONSIBILITIES |
| Some supervisory
responsibilities. |
| QUALIFICATIONS
|
| To perform
this job successfully, an individual must be able to perform each essential
duty satisfactorily. The requirements listed below are representative of
the knowledge, skill, and/or ability required. Reasonable accommodations
may be made to enable individuals with disabilities to perform the essential
functions. |
| EDUCATION
and/or EXPERIENCE |
| Bachelor's
degree (B.A.) or equivalent from college or university in finance or accounting;
or four years related experience and/or training; or equivalent combination
of education and experience. |
| LANGUAGE
SKILLS |
| Ability
to read, analyze, and interpret general business periodicals, professional
journals, technical procedures, or governmental regulations. Ability to
write reports, business correspondence, and procedure manuals. Ability to
effectively present information and respond to questions from groups of
managers, clients, customers, and the general public. |
| MATHEMATICAL
SKILLS |
| Ability
to work with mathematical concepts such as probability and statistical inference,
and fundamentals of plane and solid geometry and trigonometry. Ability to
apply concepts such as fractions, percentages, ratios, and proportions to
practical situations. |
| REASONING
ABILITY |
| Ability
to solve practical problems and deal with a variety of concrete variables
in situations where only limited standardization exists. Ability to interpret
a variety of instructions furnished in written, oral, diagram, or schedule
form. |
| CERTIFICATES,
LICENSES, REGISTRATIONS |
| This position
requires no special certificates, licenses or registrations initially, however,
you must continue to work towards your designation of Qualified Pension
Administrator or Certified Pension Consultant through the American Society
of Pension Actuaries. |
| PHYSICAL
DEMANDS |
| The physical
demands described here are representative of those that must be met by an
employee to successfully perform the essential functions of this job. Reasonable
accommodations may be made to enable individuals with disabilities to perform
the essential functions. |
| While performing
the duties of this job, the employee is regularly required to sit; use hands
to finger, handle, or feel; reach with hands and arms; and talk or hear.
The employee frequently is required to stand and walk. The employee is occasionally
required to climb or balance and stoop, kneel, crouch, or crawl. The employee
must regularly lift and/or move up to 10 pounds and frequently lift and/or
move up to 25 pounds. Specific vision abilities required by this job include
close vision, distance vision, color vision, peripheral vision, depth perception,
and ability to adjust focus. |
| WORK
ENVIRONMENT |
| The work
environment characteristics described here are representative of those an
employee encounters while performing the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities
to perform the essential functions. |
| OTHER
QUALIFICATIONS |
| Must
have strong financial and spreadsheet computer skills. Must be able to work
effectively in a stressful situation and meet tight deadlines. Work requires
strong interpersonal skills. |
