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Pension/401(k) Analyst
We are seeking a Pension Analyst that is eager to come and
grow along with our expanding practice. This position will
be involved in all aspects related to the communication, conversion
and administration of retirement plans including:
· Analyzing and reconciling plan assets
· Coordinating takeovers of existing plans
· Form 5500 preparation
· Compliance testing
· Interface with 401(k) recordkeepers
· Plan design and consulting
· Coordinate RFP responses
· Communicating with prospects and clients
· Assist with development of prospecting communications
Successful candidates will be experienced, highly organized,
have good communication and customer relation skills, possess
a working knowledge of the IRC and ERISA, able to multi-task
with little day-to-day supervision, detail oriented and highly
motivated and anxious to contribute to the growth of the firm.
ASPPA exams and proficiency with MS Word & Excel, Quantech
valuation software and Nationwide Financial a plus.
Be prepared to work for an expanding company in a very friendly
office environment. The office dress code is business casual.
Please e-mail all resumes to hr@liebg.com
or fax to 631-273-9685 Attn: H.R.
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