Senior Pension Analyst
Definiti LLC
full-time
Posted on:
Location Type: Remote
Location: Pennsylvania • United States
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Job Level
Tech Stack
About the role
- Administer complex defined benefit pension plans in accordance with plan documents, IRS/DOL regulations, and client service agreements
- Draft clear, defensible explanations for benefit determinations
- Perform and review benefit calculations, including normal retirement, early retirement, vested terminations, death, disability, and lump-sum distributions
- Analyze pension data for accuracy, completeness, and compliance; identify discrepancies and compliance risks and recommend corrective action
- Ensure pension plan compliance with DOL, IRS and PBGC requirements. Accurately interpret and apply plan document provisions; verify benefit calculations, coordinate and deliver required notices
- Prepare, review, and reconcile pension reports, participant statements
- Serve as a subject-matter resource for Pension analysts by reviewing work, providing guidance, and supporting quality assurance efforts
- Respond to client and participant inquiries with clear, professional written and verbal communication
- Collaborate with actuarial, legal, payroll, and client service teams to ensure timely and accurate plan administration
- Participate in strategic projects, including new business development and acquisition integration.
- Support plan implementation, system coding, and Plan termination projects.
- Ensure adherence to internal controls, service standards, and established procedures
- Proactively identify process improvements to enhance efficiency, accuracy, and client satisfaction
Requirements
- Demonstrated ability to independently manage complex plans and client relationships with minimal oversight
- Strong knowledge of defined benefit pension plan administration and related regulations
- Experience with ProAdmin by Winklevoss Technologies or Defined Benefit Precision by PensionSoft is a plus; must have strong experience with complex pension calculations
- Advanced proficiency in Microsoft Excel
- High level of demonstrated accuracy and attention to detail with the ability to analyze and reconcile large data sets
- Demonstrated excellence in written and verbal communication
- Strong systems skills (data handling, SQL a plus)
- Strong organizational and time-management skills with the ability to manage multiple deadlines
- Proven track record of consistently meeting or exceeding performance expectations
- Ability to work independently while remaining highly collaborative in a team environment
- Ability to explain complex pension concepts clearly to non-technical audiences
- Professional judgment in handling sensitive participant and client information
- Adaptable and effective in a fast-paced, deadline-driven environment
Benefits
- A virtual-first work philosophy for most jobs
- 401(k) with up to 4% match
- Flexible PTO allows you to take the time you need for wellness, vacations, and personal matters. We foster a trusting environment where employees manage their workloads responsibly. Time off doesn’t accrue.
- 12 paid holidays, 2 paid floating holidays, and your birthday is a holiday
- Paid Parental Leave
- A variety of medical, dental and vision plan options including Definiti subsidized premiums
- Company-paid life insurance and short-term disability insurance
- Bonus plan eligibility
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
defined benefit pension plan administrationbenefit calculationsdata analysiscompliance analysisprocess improvementssystem codingSQLMicrosoft Excelpension data reconciliationpension report preparation
Soft Skills
written communicationverbal communicationorganizational skillstime-management skillsattention to detailcollaborationindependent managementprofessional judgmentadaptabilityclient relationship management