Defined Benefit Retirement Plan Consultant

Time/Status Full Time

Pinnacle Plan Design is growing!

We are seeking a Defined Benefit Retirement Plan Consultant to join our team!

Essential Duties and Responsibilities

  • Preparation and review of annual reporting and use of judgement required on qualified defined contribution and/or defined benefit plans for Manager/Actuary/Shareholder review including:
  • A review and interpretation of the plan document specifications and application to the employee/participant;
  • Prepare optimum contribution allocation;
  • Review reconciled trust accounts to plan accounts;
  • Perform non-discrimination testing;
  • Calculate minimum required contribution, maximum deductible and recommended contribution for the DB plan;
  • Calculate maximum benefits (415(b)) as needed;
  • Prepare IRS Forms 5558, 5330, and 5500 (including Schedule SB) and, from time to time, Forms 5307 and 5310, and PBGC Forms;
  • Calculate required minimum distributions;
  • Prepare Excel testing and contribution file for comparison to pension software file output;
  • Identify highly compensated and key employees and assure minimum allocations to non-highly compensated and non-key employees are met;
  • Review distribution and loan disclosures and paperwork based upon plan provisions;
  • Utilize and maintain database fields tracking plan provisions, contact information, receipt of client data, and updated client information;
  • Prepare plan termination submission as applicable (i.e., PBGC, IRS)
  • Review draft amendments and plan documents;
  • Communicate (when directed) with client, accountant, attorney and investment advisor on consulting issues.
  • Maintain responsibility of client caseload management.
  • Track data received and not received and follow up with related parties to receive data.
  • Review participant disclosures and notifications.
  • Identify potential plan redesign opportunities.

Knowledge, Skills and Abilities

  • Knowledge of IRS/ERISA regulations and funding methods;
  • Minimum 5 years’ experience in third party administration
    • Defined contribution plan administration and/or
    • Defined benefit plan administration


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