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Plan Consultant TPA Services

Company: Community Bank System, Inc.
Location: Syracuse
Posted on: May 16, 2022

Job Description:

Overview:BPAS is a national provider of retirement plans, benefit plans, fund administration, and collective investment trusts. We support 4,200 retirement plans, $110 billion in trust assets, $1.3 trillion in fund administration, and more than 510,000 participants. With our breadth of services, depth of creative talent, and financial resources, we are well-positioned to help our clients solve all their benefit plan challenges without the need to engage multiple providers. One company. One call.Responsibilities:General Responsibilities:
This position is responsible for overseeing the workflow of group of plans assigned; communicating with clients; preparation of 5500 and ERISA reports and conducting compliance testing for plans assigned; maintaining proficiency in regulatory developments.
Essential Duties:


  • Collect and edit census data from clients via electronic media
    • Prepare year-end asset review and reconciliation on plan's assets
      • Perform contribution calculations for clients
        • Perform plan specific testing (ADP/ACP; Top Heavy; New Comparability, etc.)
          • Determine eligibility and update accounts for employees of client
            • Update vesting on daily val platform where applicable
              • Prepare and assist client in the filing of yearly tax return for Plan (5500, 5330, etc.)
                • Provide client with annual or quarterly valuation report and employee statements
                  • Provide Distribution Coordinator pertinent information regarding distributions from plan (including loans, hardships, and RMD's)
                    • Consult with client in regards to plan design (make recommendations for changes, etc.)
                      • Consult with client on any questions or concerns (daily phone calls, emails, etc.)
                        • Provide Plan's broker/agent information for regularly scheduled Annual Plan Review meetings
                          • Provide eResources necessary information in regards to plan amendments and annual employee notices
                            • Peer review of other Plan Consultant's annual administration reports and testing
                              • Maintain workflow database at least weeklyAncillary Duties:As an integral member of the organization, this position is also responsible to provide assistance wherever necessary to help the department and the Company in achieving their goals.Qualifications:
                                • Education/Training:
                                  B.S. Degree in Business or related field, ASPPA designations such as QKA, QPA, or CPC, or commitment to obtain the designation

                                  Competencies:

                                  • Well-developed written and oral communication skills
                                  • Proficient mathematics skills
                                  • Relate to co-workers and customers with respect, providing clear and detailed information
                                  • Display an intermediate level competency with Microsoft Office Suite, as well as personal computer skills
                                    Experience:
                                    Minimum five years of experience in Pension Plan Administration and Retirement Industry
                                    Other Job Information:Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!
                                    To apply to this position or to see a full listing of current openings please go to: https://cbna.com/careers/work-happy
                                    Physical Requirements:The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.
                                    An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

Keywords: Community Bank System, Inc., Syracuse , Plan Consultant TPA Services, Professions , Syracuse, New York

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