Trinity Pension Consultants
Location
Akron, OH | United States
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
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
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 |
QUALIFICATIONS / REQUIREMENTS:
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
Job tags
Salary