Preferred Pension Planning is always on the look out for additional enthusiastic and experienced personnel to join our team. Apply today to any of our available opportunities to begin the learning process of determining your fit within our organization by emailing firstname.lastname@example.org and someone will get back to you.
- Enrolled Actuary
An Enrolled Actuary at PPPC has the overall authority for determining how our clients’ defined benefit plans are designed and administered. The Enrolled Actuary reviews and signs off on the annual valuation of the plan, the Actuarial Information included on the IRS Annual Report, and the annual PBGC premium payment calculations. Our Enrolled Actuaries run plan design illustrations for companies thinking of establishing, re-designing, or terminating a defined benefit plan. Other responsibilities of an Enrolled Actuary include reviewing FASB calculations, preparing benefit distributions, managing work flow, and consultation with plan sponsors and their advisors. A person in this position must have passed the exams administered by the Joint Board for the Enrollment of Actuaries and maintained the Enrolled Actuary designation.
- Pension Consultant
Our Pension Consultants manage a team of pension administrators. In review, the Pension Consultants work with clients on issues pertaining to plan design and administration. Each year, a Pension Consultant reviews the design and operation of the plan, and suggests changes that will better meet the plan sponsor’s objectives when appropriate. A vital role is the consultant’s ability to develop and maintain relationships with clients. All of our pension consultants are ASPPA members with advanced designations.
- Pension Administrator
Pension Administrators prepare the annual valuation reports and Form 5500 for defined contribution and/or defined benefit plans. Our detail-oriented Pension Administrators effectively manage client expectations, while collecting information needed to prepare the required testing and regulatory reporting. Testing includes nondiscrimination, coverage, top heavy and other testing as needed, based on the plan’s requirements. Each administrator works in both daily valuation and balance forward environments while reconciling trust accounting. The administrator also plays an active role in assisting with plan design and on-going consulting. All of our Pension Administrators have achieved or continue pursuit of ASPPA designations.
- Client Relationship Consultant
The Client Relationship Consultant maintains and enhances the client experience with our firm. This position requires on-going work with the Pension Consultants to proactively addresses areas of concern and maintain positive relationships with the clients. The Client Relationship Consultant analyzes data to target campaigns aimed at enhancing services and retaining our valued clients. This position includes client consultation for ideal plan design as well as analyzing investment products suitable for the given client.
- Pension Assistant
Our Pension Assistants process incoming loan and distribution requests. In addition, thorough records are maintained to track the timing and completion of such request and processing records. Another role of our Pension Assistants includes processing client plan contributions and other amounts withheld from our clients’ payroll that must be deposited and deposits with various investment providers. They also provide support and assist with certain aspects of plan administration.
- Business Development Consultant
Our Business Development Consultants develop and maintain relationships with referral sources including investment advisors, financial planners, accountants and payroll alliances. A major role in this position is coordinating the plan implementation process with clients, investment providers and internal personnel. In addition, the Business Development Consultant supports efforts to expand our existing client base.
- Plan Document Specialist
The Plan Document Specialist drafts new plan documents based on needs identified during client consultation. The Plan Document Specialist ensures that plan documents remain compliant through amendments and restatements as laws change over the life of the plan. In addition, they assist pension administrators with the preparation of required notices and communications as necessary.