A Pension Consultant provides information and advice to an individual on retirement options. The job duties include managing current portfolios, presenting retirement plan materials, determining the client’s needs, providing recommendations, and ensuring customer satisfaction. Typical work activities listed on the Pension Consultant Resume are – reviewing the client’s organization’s current pension provision for its staff members, researching the financial market for suitable products and investment funds, recommending options for the client organization to choose from, setting up and running the pension scheme on behalf of the organization, sourcing appropriate investment funds, and designing a pension scheme and benefits packages, overseeing the administration of pension schemes; and helping clients to develop strategies to promote the benefits of the schemes.
The nature of the job demands the following skills – staying updated with developments in, and changes to, pensions legislation; the ability to analyze and research information, strong numerical and IT skills, customer service skills, a high level of professionalism and personal integrity; and an interest in financial products, services, and markets. Even though entry without a degree is possible, possessing one will be useful.
Summary : Highly motivated individual with years of experience as document filler, recording keeper, clerical and administrative knowledge, with customer service/problems solving skills, always looking forward to best serve and attend to the client needs, pursuing client satisfaction. Handling confidential data with appropriate discretion, security, and ethics.
Skills : Microsoft Office Suites, Financial Analysis, Project Management.
Description :
Reviewed a client work history, gathering documents and files with companies out of business.
Calculated and reviewed the structure, value, and performance of funds.
Explained complex information to clients to make them aware of their options based on time worked, contribution time, records found, and cases of disability.
Filled in the necessary forms and attached the proper documents according to the case and client choice.
Attended meetings, provided regular reports, kept up to date with developments in, and changes to retirement and pensions legislation.
Managed the relationship with clients.
Managed day-by-day schedule for self and team according to client needs and needs of the business.
Experience
7-10 Years
Level
Management
Education
Paralegal Studies Associate
Pension Consultant Resume
Summary : Responsible for Interpreting pension plan documents and general pension regulations, and also Assisting in managing projects by overseeing planning and tracking project activities and progress.
Skills : Microsoft Office, including advanced in Microsoft Excel and Access.
Description :
Marketed, designed, and implemented all types of qualified plans.
Enrolled employees in their plan(s).
Conducted annual review meetings with clients.
Responsible for all ERISA technical research for prospective clients, existing clients, and their advisors.
Cross sold other services provided by the Culver Companies.
Monitored and followed up on assigned items, documenting and implementing solutions as appropriate, including determining required action for resolution of client issues.
Consulted on 120+ large, medium, and small clients.
Experience
10+ Years
Level
Senior
Education
BA In History
Pension Consultant Resume
Summary : Seeks to utilize over 35 years of experience in insurance and financial services/qualified retirement plan/employee benefit industry, in management and sales, and in benefits training to make any organization more productive, more innovative, and more profitable.
Processed Reviewed and analyzed the employee's benefit plans deliverables were met and the reported discrepancies found in records.
Completed and e-mailed all processed documents to the client as established in the company procedure.
Processed pension funds (401K Contribution processing, valuation) & Trust accounting) in software as required by the customers.
Maintained the track records of the work done to the various clients prepared the bills & timesheets and updated the status report weekly & monthly basis.
Calculated supplemental pension benefits in accordance with plan provisions.
Managed the processing, verification, and administration of retiree benefits.
Experience
10+ Years
Level
Senior
Education
MBA In Business Administration
Pension Consultant Resume
Headline : Obtain an analyst position that will allow utilizing excellent financial knowledge and strong mathematical skills in order to improve the performance of the company and contribute to profits.
Skills : Professional Fluency In Spanish.
Description :
Generated new retirement sales and maintained relationships in the Qualified Plan Marketplace (401k, 403b, 457).
Leveraged and developed relationships with pension intermediaries.
Successfully increased relationship base and market presence.
Dramatic production increase for the territory.
Taking territory from last within The Standard, to top 1/3 (of approximately 40 territories) in 2 years.
Independently administrated activities as needed for assigned client retirement plans.
Interacted and communicated with clients concerning their retirement plan benefits.
Experience
5-7 Years
Level
Executive
Education
Corporate Secretaryship
Pension Consultant Resume
Summary : A diversely experienced and conscientious contributor with skills and knowledge in human resources, office management, patient care, customer service, and food service management.
Skills : Excel, Quickbooks.
Description :
Administered all types of qualified plans on the Data administration system.
Prepared 5500s and related schedules.
Prepared RFPs and restate clients' plans for TEFRRA and PPA 2006.
Led a 4 personal team of Pension Consultants whose responsibility was to oversee a book of business in an assigned territory.
Led the project team.
Interpreted and administered legal documents for Defined Benefit and Defined Contribution plans.
Prepared and filed IRS forms such as 5500-EZ, 5500-SF, 5500, 5558, Schedule A, SB, I, and R.
Experience
7-10 Years
Level
Senior
Education
Certificate In Series
Pension Consultant Resume
Summary : Highly motivated and accomplished sales representative. Passionate about working within the Retirement Services Industry, and in helping both Plan Sponsors and Plan Participants achieve their retirement goals. Have been privileged to work across various market segments and to work with numerous industry experts and superstars.
Skills : Microsoft Office, Public Speaking, Closing.
Description :
Maintained compliance with Department of Labor and IRS laws.
Prepared government.
Profit-shared, safe harbor, and cross-tested pension plan.
Aided plans in maintaining compliance.
Provided a high level of technical service to a caseload of DC/401(k) plans and, perform all basic administration tasks, quality control tasks.
Planned sponsor contact for 12 defined contribution plans, including Lifetime Television, Caterpillar Paving Products, Hager Hinge Company, and Power.
Provided defined benefit administration services for multiple clients, such as performing benefit calculations, consulting with participants on plans.
Experience
10+ Years
Level
Senior
Education
BS In Finance
Pension Consultant Resume
Summary : Well versed in unique and precise knowledge pertaining to retirement plan design, compliance, education, administration, and selling retirement plans. Successful history in applying qualified plan designs to tax savings strategies for multiple business types, and corporations. Worked with companies to make sure that their defined benefit plans were in compliance with the DOL, and ERISA.
Skills : Microsoft Office, Data Entry.
Description :
Calculated future pension disbursements for local and international staff -communicated with country officers to obtain necessary documents.
Administered 175+ defined benefit and defined contribution plans using ASC software.
Calculated defined benefit, 401(k), and new comparability/age-weighted contributions.
Provided account management while assisting the sales force in new business.
Designed education material, presentations and assist with promoting clients' plans.
Developing administrative processes for new business Insured deadlines and timelines met client's expectations.
Calculated and prepared actuarial valuations, allocations, and employee benefit certifications.
Experience
7-10 Years
Level
Management
Education
BS In Resource Economics
Pension Consultant Resume
Summary : Look forward to bringing these qualities into my next position as continue to learn, grow and achieve success in the Retirement Services arena.
Drafted plan documents, plan amendments, summary plan descriptions, and summary of material modifications.
Prepared government filings, including PBGC, 5500, 5300, and 5310's.
Generated and issued monthly annuity payments to eligible retirees.
Developed, organized, and documented procedures for supplemental pension payments.
Managed Marketing Support Department.
Consulted with clients and sales force on plan design issues Draft plan documents and plan amendments.
Assisted in the process of equity analysis for a company with $400 Million AUM.
Experience
7-10 Years
Level
Management
Education
Certificate in Series
Pension Consultant Resume
Summary : To obtain a Pension Consultant position in a company that will allow me to grow with the company. Wide knowledge of defined benefit pension plan design and administration issues.
Skills : Strong Oral/Written Communication, Organization, Inventory Management, Coordinating, Planning, Managing, Strong Leadership, Team Player.
Description :
Consulted clients regarding their retirement accounts.
Researched ERISA issues and respond to clients' technical questions.
Made use of continuing education and the various public information resources in order to maintain a working knowledge of the most current changes.
Strategically implemented new comparability ideas to help clients save revenue through the use of qualified retirement programs.
Consulted with clients on ways their HR department can use qualified plans not only as a tool to attract and retain employees but also as a tax.
Emphasized on defined benefit plans: Was one of two people in charge of all of the defined benefit & defined contribution plans.
Worked with other brokers and met with their clients to show them the value of a properly designed retirement plan for their business.
Experience
7-10 Years
Level
Management
Education
Certificate in Series
Pension Consultant Resume
Summary : Pension Consultant is responsible for the development of pension plans and investments. The pension consultant is responsible for creating, maintaining and analyzing pension plans, making investment recommendations to clients, as well as managing the cash flow of a defined benefit plan.
Skills : Social Media Management, Talent Acquisition, Content Sourcing, Customer Service, Human Resources, Project Management.
Description :
Provided high-level consulting and practical solutions for clients and staff.
Drafted plan documents.
Consulted in regard to plan implementation.
Client representation in IRS audits and DOL investigations and prepared Employee Plans Compliance Resolution System and Voluntary Fiduciary.
Conducted compliance and fiduciary reviews.
Consulted clients regarding their retirement accounts as well as their options within the plan.
Actively analyzed income statements and balance sheets.
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