Senior Pension Analyst

AnalystAnalystFull TimeRemoteTeam 201-500H1B No SponsorCompany SiteLinkedIn

Location

Pennsylvania

Posted

20 days ago

Salary

Not specified

High School7 yrs expExperience acceptedEnglishSQL

Job Description

• Administer complex defined benefit pension plans in accordance with plan documents, IRS/DOL regulations, and client service agreements • Draft clear, defensible explanations for benefit determinations • Perform and review benefit calculations, including normal retirement, early retirement, vested terminations, death, disability, and lump-sum distributions • Analyze pension data for accuracy, completeness, and compliance; identify discrepancies and compliance risks and recommend corrective action • Ensure pension plan compliance with DOL, IRS and PBGC requirements. Accurately interpret and apply plan document provisions; verify benefit calculations, coordinate and deliver required notices • Prepare, review, and reconcile pension reports, participant statements • Serve as a subject-matter resource for Pension analysts by reviewing work, providing guidance, and supporting quality assurance efforts • Respond to client and participant inquiries with clear, professional written and verbal communication • Collaborate with actuarial, legal, payroll, and client service teams to ensure timely and accurate plan administration • Participate in strategic projects, including new business development and acquisition integration. • Support plan implementation, system coding, and Plan termination projects. • Ensure adherence to internal controls, service standards, and established procedures • Proactively identify process improvements to enhance efficiency, accuracy, and client satisfaction

Job Requirements

  • Demonstrated ability to independently manage complex plans and client relationships with minimal oversight
  • Strong knowledge of defined benefit pension plan administration and related regulations
  • Experience with ProAdmin by Winklevoss Technologies or Defined Benefit Precision by PensionSoft is a plus; must have strong experience with complex pension calculations
  • Advanced proficiency in Microsoft Excel
  • High level of demonstrated accuracy and attention to detail with the ability to analyze and reconcile large data sets
  • Demonstrated excellence in written and verbal communication
  • Strong systems skills (data handling, SQL a plus)
  • Strong organizational and time-management skills with the ability to manage multiple deadlines
  • Proven track record of consistently meeting or exceeding performance expectations
  • Ability to work independently while remaining highly collaborative in a team environment
  • Ability to explain complex pension concepts clearly to non-technical audiences
  • Professional judgment in handling sensitive participant and client information
  • Adaptable and effective in a fast-paced, deadline-driven environment

Benefits

  • A virtual-first work philosophy for most jobs
  • 401(k) with up to 4% match
  • Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. We foster a trusting environment where employees manage their workloads responsibly. Time off doesn’t accrue.
  • 12 paid holidays, 2 paid floating holidays, and your birthday is a holiday
  • Paid Parental Leave
  • A variety of medical, dental and vision plan options including Definiti subsidized premiums
  • Company-paid life insurance and short-term disability insurance
  • Bonus plan eligibility

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