Pension Analyst Job at Robert Half, Plymouth Meeting, PA

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  • Robert Half
  • Plymouth Meeting, PA

Job Description

Job Description

Job Description

Successful client located outside of the Philadelphia Suburbs seeks a tech savvy Pension Analyst with 401K analysis experience and strong understanding of pension laws. As the Pension Analyst, you will analyze and prepare audit pension plans, engage with clients on establishing pension planning, provide guidance on investment options, maintain client records, review fund activities, prepare financial reports, and keep abreast on trends and changes in pension regulations and compliance. The Pension Analyst will develop efficient programs while proving cost effective suggestions to keep within budget.

How you will make an impact

  • Pension & Benefit Administration
  • Organize and maintain client files
  • Prepare pension planning recommendations
  • Assist clients with pension options
  • Monitor and review client tax returns, loans & financial statements
  • Stay abreast of pension trends, regulations and compliance
  • Implement communication strategies
  • Provide pension documentation where needed
  • Generate pension planning recommendations
  • Prepare internal and external reporting
  • Maintain updates on new laws, trends and developments
  • Ensure compliance with federal and state laws

The ideal Pension Analyst will have a Bachelors degree in Accounting or Economics.

Other requirements for the Pension Analyst role include and are not limited to:

  • 2+ years pension/401K analysis experience
  • Proficient in Microsoft Office Suite, Advanced Excel
  • Strong technology skills

For more information on this Pension Analyst role and other full time accounting and finance opportunities, please contact us at 484.214.2682 and reference JO#03710-0013226746

Job Tags

Full time,

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