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PLAN CONSULTANT

Community Bank System, Inc.
126 reviews
Bloomington, MN 55435

Full-time

Community Bank System, Inc.
126 reviews
Read what people are saying about working here.


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JOB DETAILS

Job Type
Full-time



BENEFITS
PULLED FROM THE FULL JOB DESCRIPTION

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Profit sharing
Show 2 more benefits


INDEED'S SALARY GUIDE

 * Not provided by employer
 * $63.3K - $80.1K a year is Indeed's estimated salary for this role in
   Bloomington, MN.

Report inaccurate salary


FULL 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:
This position is responsible for obtaining data from clients and following up;
preparing quarterly and/or annual administration; preparing reports and tax
forms and running various tests including ADP, ACP, etc.; checking and
monitoring loan and distribution requests; handling IRS and internal client
audits; assisting other Pension Administrators whenever necessary; and other
duties.
 * Request data from client and follow up as needed.
 * Prepare quarterly and/or annual administration including trust accounting and
   computer work.
 * Respond to client inquiries and develop client relationships.
 * Prepare 5500 and ERISA report and accompanying tax forms for each plan.
 * Prepare and run the following tests:ADP, ACP, 410(b) and other tests as
   required.
 * Monitor 415 and 402(g) limits.
 * Check distributions:Terminations, hardship withdrawals, in-service
   withdrawals, 70 ½.
 * Check and monitor loan requests and prepare loan paperwork.
 * Calculate annual employer profit sharing and year-end or true up matching
   contributions.
 * Monitor incoming receipts of monthly, quarterly and annual information from
   the client and investment companies.
 * Process Plan terminations.
 * Review documents prepared by the Documents Team for new and restated Plans to
   the IRS.
 * Review amendments as needed.
 * Handle IRS and internal client audits.
 * Check work of other Pension Administrators.
 * Answer questions of other Pension Administrators.
 * Cover for the other Pension Administrators.
 * Assist in developing forms, procedures, and other materials.
 * Research special questions, new rules and regulations.
 * Ensure database reports are current.
 * Monitor Plans to ensure compliance with current laws and regulations.
 * Consult clients on rules and regulations surrounding the administration of
   QDROs.
 * Be available for on-site client committee meetings and annual reviews.
 * Assist the Sales Team with the completion of RFPs.
 * Assist the Conversion Team with the set up of new clients.
 * Maintain proficient knowledge of, and demonstrate ongoing compliance with all
   laws and regulations applicable to this position, ensure ongoing adherence to
   pertinent policies, procedures, and internal controls, and meet all
   job-specific training requirements in a timely fashion.

Qualifications:
 * Bachelor’s degree in Business Administration or related field required.
 * Good customer service, communication, and analytical skills.
 * Must be highly organized with an attention to detail.
 * Must have solid project management experience and the ability to multitask.
 * Must be knowledgeable with computers and have the ability to work well with
   others.
 * A minimum of 3 years related experience necessary, as well as experience in
   Pension Plan Administration and Retirement Industry knowledge.

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.




HIRING INSIGHTS


JOB ACTIVITY

Posted 30+ days ago

Community Bank System, Inc.
30+ days ago
original job
Report job





Planner jobs in Bloomington, MN
Jobs at Community Bank System in Bloomington, MN
Planner salaries in Bloomington, MN


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126 reviews
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