Retirement Plan Analyst

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POST DATE 9/12/2016
END DATE 10/24/2016

Ajilon Professional Staffing Chicago, IL

Chicago, IL
AJE Ref #
Job Classification
Full Time
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Required Licenses/Certifications


span span style='color:#000000;background-color:transparent;font-family:Times New Roman;font-size:12pt;font-weight:normal;font-style:normal;' Do you have 3+ years of experience in Benefits working with 401k plans, retirement plans and pension plans? Do you have a Bachelor's degree? We are searching for analytical candidates who have a passion for benefits to join an international client of ours. If you meet the requirements and would like to be considered, please email your resume to a href='' /a /span br   br Job Description: br ul
li Primary contact for routine participant inquiries regarding the Staff Retirement Plans including plan features, benefits and procedures /li li Present general Staff Retirement Plans and 401(k) Plan information at new hire orientation; /li li Generate and review benefit statements that are provided to participants upon separation from service or upon request; /li li Provide benefit estimates, upon request, for employees considering retirement; /li li Speak with exiting and retiring employees, explain timing and forms of benefit payment and benefit election procedures; /li li Generate and review benefit amounts and distribution election forms and process benefit payments; /li li Reconcile Staff Plan payments and non-qualified Supplemental Plan payments monthly; /li li Conduct PeopleSoft review of plan participation and beneficiary designation data; answer questions regarding beneficiary designations; /li li Annually generate and review service for re-hired participants and temporary employees who become participants; /li li Generate and review annual statements for active partner participants in the Staff Plans; /li li Assist with other staff retirement plans matters, such as qualified domestic relations orders, death benefit /li /ul
payments, IRS determination letter applications, and Form 5500 filings; br ul
li Generate benefit amounts for a nonqualified plan and journalize the payments; /li li Correspond with vendors /li li Assist with plan communications and compliance notices; /li li Help to develop internal control and data reconciliation procedures for Department; /li li Update procedures in Retirement Plans Department Procedure Manual; and /li li Work on special projects as assigned /li /ul
  br Requirements: br ul
li Bachelor’s degree /li li A minimum of 3 + years of experience in Retirement Plans administration /li li Familiarity with the principles of retirement systems administration/management and processes, including compliance requirements under the Internal Revenue Code and ERISA, and relevant legislation /li li Proficiency in Microsoft Office products, including Word, Outlook and Excel /li li Experience working with PeopleSoft or other databases preferred /li li Qualified Pension Administrator (QPA) credential from ASPPA or similar qualified retirement plan certification/training /li li An understanding of basic accounting terminology /li /ul
  br   br If you meet the requirements and would like to be considered, please click "apply" or email your resume to Heather Sherman at If you are interested in other HR opportunities, please email your WORD resume. br   br /span