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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

Requirements

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

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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