Pension Team Manager

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Training & development
• Tuition assistance
• Vision insurance
  
  
  

Position Overview:

The Team Manager is a position experienced and certified in the pension services industry. The position provides quality technical and consulting service in all aspects of pension administration and compliance to the business’s internal staff and client base, reviews work of staff, helps update and create internal procedures and controls, works independently and takes responsibility for assigned plans. Performance is evaluated based on quality and accuracy of work, application of practice knowledge, the ability to meet time and budget constraints, as well as client and internal deadlines, and internal and external client service.

Essential Functions:

• Assist in the management of 3-6 staff members
• Reviews and corrects work prepared by assigned staff
• Oversees team productivity monitoring, including weekly report generation
• Corresponds with clients and resolves any issues
• Research pension issues as they arise
• Assists with the training of new hires and mentors current employees
• Keep current with new regulations and proposed legislation
• Assist with design and consulting services for plans assigned to the team
• Performs general plan accounting and administration including, but not limited to:
• Calculates contributions and monitors deposits.
• Calculates loan amounts and payments.
• Calculates distributions and prepares necessary documentation.
• Monitors eligibility and vesting.
• Prepares plan valuations.
• Prepares government forms
  
  
  

Other Functions:

• Develops an understanding of and adheres to Firm policies and procedures including (as appropriate) Firm’s Quality Control document.
• Pursues training and upgrading of skills, including related professional certifications from ASPPA, IFEBP, or NIPA, as appropriate.
• Has a solid knowledge and understanding of the services and products offered by the KBPS.
• Other duties as assigned.
  
  
  

Required Experience and Skills:

• Minimum 4 years of comprehensive experience in pension administration and ERISA compliance.
• Strong computer skills in the areas of word processing, spreadsheets and database management.
• Proven reconciliation and trust accounting skills.
• Ability to read and understand plan documents and investment statements.
• Proficient verbal and written communication skills.
• Conducts self with integrity in a responsible, professional manner and appearance.
• Excellent organizational and time management skills.
• Ability to work independently.
• Willingness to self-study.
• Strong interpersonal skills for interaction with staff and clients.
  
  
  

Educational/Professional Requirements:

• Bachelor’s degree in Business Administration, Management, Human Resources, Accounting or other related field is required or the equivalent related technical and professional experience.
• Currently holds and maintains Qualified 401(k) Administrator (QKA). Qualified Pension Administrator (QPA) is encouraged.
  
  
  

Working Requirements:

• Occasional overtime is expected throughout the year and is required during peak periods.
  
  
  

Safety:

• Minimal hazards.
• General office working conditions.
• May be required to lift files/boxes in the range of 10-20 pounds.
  
  
  

KB Pension Services, Inc. is an Equal Opportunity Employer. All employment decisions are based on business needs, job requirements and individual qualifications, without regard to race, color, religion, sex (including pregnancy and gender identity), national origin, sexual orientation, marital status, disability, genetic information, age, parental status, military service, or other non-merit factors.

We respect each of our employees’ unique abilities and are committed to offering an environment that does not tolerate discrimination or harassment based off any of these characteristics.

Flexible work from home options available.