Location
Oregon State | United States
Job description
About Duncan Financial Group
Headquartered in Irwin, Pennsylvania – we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees.
We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations.
Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us.
Position Summary Duncan Financial Group is seeking a Plan Analyst to join our Plan Administration team. Duncan Financial Group's Third Party Administration division has been in business for 30 years designing and administering qualified retirement plans. We have an immediate need for an experienced 401(k) Administrator. Local and remote candidates are encouraged to apply.
Primary Responsibilities Include:
- Annual Valuation Reports
- Annual contribution computations, including new comparability
- Determination of eligibility and vesting
- Testing of Nondiscrimination, coverage and top heavy
- Trust Accounting /Asset Reconciliation
- Prepare 5500, 5330 and 8955 Forms
- Calculate Required Minimum Distributions
- Communicating with clients via telephone and email correspondence
- Establish and Maintain Plan Document including amendments, restatements, notices, SPD, SMM, etc.
Qualifications: - 2+ years experience in Defined Contribution Administration
- Proficient with Datair, PensionPro and Microsoft Office systems
- Knowledge of ERISA, DOL and IRS regulations
- Ability to multi-task, accuracy, dependability, sense of integrity, and self-motivated
- Ability to meet deadlines timely
- Strong written and verbal communication skills
- Exceptional organizational skills
- Detail oriented
Duncan Financial Group offers a robust benefits package with the following:
- Hybrid and remote work arrangements available
- Competitive Compensation
- Three United Healthcare Medical plans to choose from
- United Healthcare Dental plan- free for employees
- United Healthcare Vision plan
- Company paid Life Insurance with additional supplement life options for employees and their families
- Short Term Disability
- Company Paid Long Term Disability
- 401(k)- Company Match (Safe Harbor)
- Supplemental insurance including Critical Illness, Accident, Prepaid Legal
- PTO with prior employer matching
- Paid Holidays
- Financial support of continuing education and additional development and certifications
- Bonus program for suggested certifications
- Social and Philanthropic opportunities
To hear from our team and view other opportunities with Duncan Financial Group, check out our career page at
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