Pension Consultant Trainee

Benefits:401(k)Bonus based on performanceCompetitive salaryDental insuranceFlexible scheduleFree food & snacksHealth insuranceHome office stipendOpportunity for advancementPaid time offParental leaveProfit sharingTraining & developmentVision insurancePension Associates is a 3rd party administration firm located in Stamford, CT. We have been doing business since 1991 and specialize in both DB / DC plan design, administration and actuarial services. Due to our continued growth, we are currently seeking an entry level Pension Consultant. This is a great opportunity to gain the valuable experience for new college graduate with interest in the pension industry.Job Responsibilities:• Maintain client and advisor relationships with a high client retention rate • Maintain a caseload of about 100 small clients • Review and approve ADP/ACP, other non-discrimination testing, Form 5500 and other government forms • Proactively communicate with clients and investment advisors about new industry developments • Work with CPA, recordkeeper and advisor to ensure a great client experience • Consult with clients regarding plan operation and design • Manage and prioritize workload towards weekly goals in a results oriented team environment • Clearly communicate to the client and advisor regarding the complexities of combo plans, including annual funding requirements, plan design, and deadlines (funding, 5500, PBGC, amendments, etc.)Qualifications:Recent college graduate with willingness to learn.Works well under pressure and deadline.Excellent written and verbal communication skillsExcellent organizational skills and a high level of critical thinkingSome accounting background would be helpful.Experience with MS Suite would be helpful.Position is 100% on-site - no remote work.

Created: 2026-03-10