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
Support, complement, lead and influence Trinity’s entire corporate philosophy, including but not limited to the following:
o “Trinity Philosophy” pyramid
§ Purpose, Mission, Vision, Fusion, Real Business, Primary Question, Dream
§ Long-term Vision
§ Short-term Priorities
o Trinity Cultural Values
o Raving Fans Service
General Responsibilities
- Provide technical support to Operations team, Relationship Managers, Sales Team, Plan Sponsors and Financial Advisors.
- Assist in the completion and review of core administration and compliance testing, including, but not limited to:
- Collaborate with other departments in delivering Trinity’s reports and anticipating the Plan Sponsor’s questions.
- Provide cross-department support as needed.
- Assist in special projects and training as assigned.
- Follow policies and procedures.
- Other duties as assigned.
- Accounting or financial background preferred.
- ASPPA QKA designation required, or willing to attain, and progress toward the required designations.
- Proficient with MS Office (Word, Excel, Outlook)
- Strong communication skills (written and verbal) and ability to appropriately communicate with all levels of internal and external customers.
- Ability to organize work, establish priorities, work within deadlines, and maintain good interpersonal relations.
- Demonstrated and excellent attention to detail.
- Highly motivated self-starter with good problem-solving skills and the ability to work independently and lead a team.
- Team player and great attitude a must.
- Strong mathematical skills.
- Regular attendance at work.
- Minimum of 40 work hours per week.
- 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.
- Paid Time Off (PTO)
- 401(k) Retirement Plan
- Medical, Dental, Vision, H.S.A. effective Day 1
- Life Insurance, LTD, STD
o Discrimination Testing
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
Requirements
QUALIFICATIONS / REQUIREMENTS:
Benefits
WHY JOIN OUR TEAM?
IN RETURN, TRINITY PENSION CONSULTANTS OFFERS:
Bachelor degree preferred, not required
Benefits
Trinity Pension Consultants
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Dc Retirement Plan Analyst
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