Retirement Analyst Associate

Established since 1991, Dunbar, Bender & Zapf, Inc. is a TPA firm located in Green Tree, just outside of downtown Pittsburgh providing recordkeeping, administration and actuarial services for clients' retirement plans. Our firm is seeking a defined contribution administrator who is eager to learn full-service plan administration in a team environment. This is a remote position for a qualified individual who exhibits self-discipline, strong communication skills, excellent organization and the ability to function within a team.

Qualifications: - 1-4 years of experience in defined contribution plan administration including census scrubbing, trust accounting, and Form 5500 drafting for large and small plan filers - General understanding of non-discrimination testing, plan corrections and compliance concepts - Progress toward, or interest in pursuing, ASPPA credentials - Experience with Microsoft Office applications, particularly Excel, Word, and Outlook - Exposure to FTWilliam compliance software - Foundational understanding of business, finance, mathematics, accounting, or related disciplines through education or professional experience - Strong verbal and written communication skills - Excellent attention to detail and organizational skills - Ability to manage multiple priorities while meeting established deadlines - Demonstrated willingness to learn new concepts, accept coaching, and develop technical expertise - Ability to work independently while collaborating effectively with team members Responsibilities may include: - Gathering and analyzing data to determine eligibility for participation and contributions - Performing discrimination testing - Preparing government filings - Reviewing/preparing paperwork for distributions and loans and other withdrawal options - Identifying and providing corrections for any plan errors through review of the plan document - Research of governmental regulations - Communicating directly with clients