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Successful client located outside of the Philadelphia Suburbs seeks a tech savvy Pension Analyst with 401K analysis experience and strong understanding of pension laws.
Job Responsibility:
Analyze and prepare audit pension plans
Engage with clients on establishing pension planning
Provide guidance on investment options
Maintain client records
Review fund activities
Prepare financial reports
Keep abreast on trends and changes in pension regulations and compliance
Develop efficient programs while proving cost effective suggestions to keep within budget
Organize and maintain client files
Prepare pension planning recommendations
Assist clients with pension options
Monitor and review client tax returns, loans & financial statements
Stay abreast of pension trends, regulations and compliance
Implement communication strategies
Provide pension documentation where needed
Generate pension planning recommendations
Prepare internal and external reporting
Maintain updates on new laws, trends and developments
Ensure compliance with federal and state laws
Requirements:
Bachelors degree in Accounting or Economics
2+ years pension/401K analysis experience
Proficient in Microsoft Office Suite, Advanced Excel