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Pension Analyst

SACRAMENTO, CA 95864

Posted: 06/07/2023 Employment Type: DirectHire Industry: Construction Job Number: 1576167

Job Description

We are recruiting an experienced Pension Analyst for a premier employer in Sacramento. This is a direct hire opportunity join a company with a solid reputation and dynamic leadership team. In this role you will have a hybrid onsite/remote work schedule. 
As a Pension Analyst, you will be responsible for performing a variety of accounting and administrative duties related to employee retirement benefit plans to include: 401k, Employee Stock Bonus Plan, defined benefit pension plan, and non-qualified deferred compensation plan. Must have strong analytical skills and experience with 401k administration. 


Responsibilities:
  • Acts as the primary day to day contact with third-party administrators and vendors of the company s retirement plans.
  • In collaboration with third party retirement plan record keepers, maintain and review records for the company s 401k Plan, Employee Stock Bonus Plan, defined benefit pension plan, and nonqualified deferred compensation plan.
  • Periodically reconcile employer contributions, employee contributions and employee loans related to the company s retirement plans.
  • Perform annual allocation of profit-sharing contributions to employee retirement accounts.
  • Review and recommend changes to retirement plan governing documents as required for optimal maintenance of the plans.
  • Coordinate and manage the annual plans audits, financial statement preparation, 5500 review and filing process and compliance testing of the plans.
  • Function as a resource to employees regarding questions about retirement plans.
  • Research and interpret retirement plan documents as needed.
  • Collaborate with the third-party providers to provide education materials and seminars to plan participants.
  • Review allocations of contributions and earnings to participants in the Employee Stock Bonus Plan.
  • Submit annual census data to third party administrator of Employee Stock Bonus Plan.
  • Input into payroll system and periodically audit amounts of 401(k) deductions and loan payments. 

Qualifications:
  • Bachelor s Degree in Accounting, Finance, Business, HR or an equivalent combination of education and related experience.  
  • Five to ten (5-10) years of experience with employee retirement plan administration or an equivalent combination of training and related experience.   
  • Intermediate to advanced computer software skills including Word, Excel, and Outlook.  
  • Must be able to create Excel spreadsheets using formulas and macros.   Knowledge of Crystal Reports is preferred.
  • Excellent written and verbal communication skills.
  • Possess the ability to comprehend complex legal documents and filings.
  • Must demonstrate the ability to make sound decisions based on analysis, experience and judgment.
  • Ability to problem-solve issues to resolution.
  • Strong organizational skills and time management practices.
  • Maintain a high level of confidentiality.
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