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Plan Consultant

Community Bank System, Inc.
New York, USA
Closing date
Jul 23, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time

Benefit Plans Administrative Services (BPAS) is a leading provider of employee benefits administration, trust services, collective investment fund administration and actuarial consulting services to customers on a national scale. We support 4,200 retirement plans, $115 billion in trust assets, $1.3 trillion in fund administration, and more than 810,000 participants. With our breadth of services, depth of creative talent, and financial resources, we are well-positioned to help our clients solve all their benefit plan challenges without the need to engage multiple providers. One company. One call.


This position is responsible for obtaining data from clients and following up; preparing quarterly and/or annual administration; preparing reports and tax forms and running various tests including ADP, ACP, etc.; checking and monitoring loan and distribution requests; handling IRS and internal client audits; assisting other Pension Administrators whenever necessary; and other duties.
  • Request data from client and follow up as needed.
  • Prepare quarterly and/or annual administration including trust accounting and computer work.
  • Respond to client inquiries and develop client relationships.
  • Prepare 5500 and ERISA report and accompanying tax forms for each plan.
  • Prepare and run the following tests:ADP, ACP, 410(b) and other tests as required.
  • Monitor 415 and 402(g) limits.
  • Check distributions:Terminations, hardship withdrawals, in-service withdrawals, 70 ½.
  • Check and monitor loan requests and prepare loan paperwork.
  • Calculate annual employer profit sharing and year-end or true up matching contributions.
  • Monitor incoming receipts of monthly, quarterly and annual information from the client and investment companies.
  • Process Plan terminations.
  • Review documents prepared by the Documents Team for new and restated Plans to the IRS.
  • Review amendments as needed.
  • Handle IRS and internal client audits.
  • Check work of other Pension Administrators.
  • Answer questions of other Pension Administrators.
  • Cover for the other Pension Administrators.
  • Assist in developing forms, procedures, and other materials.
  • Research special questions, new rules and regulations.
  • Ensure database reports are current.
  • Monitor Plans to ensure compliance with current laws and regulations.
  • Consult clients on rules and regulations surrounding the administration of QDROs.
  • Be available for on-site client committee meetings and annual reviews.
  • Assist the Sales Team with the completion of RFPs.
  • Assist the Conversion Team with the set up of new clients.
  • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion.




B.S. Degree in Business or related field, ASPPA designations such as QKA, QPA, or CPC, or commitment to obtain the designation.

All applicants must be 18 years of age or older.

  • Well-developed written and oral communication skills
  • Proficient mathematics skills
  • Relate to co-workers and customers with respect, providing clear and detailed information
  • Display an intermediate level competency with Microsoft Word and Excel, as well as personal computer skills


Minimum three years of experience in Pension Plan Administration and Retirement Industry

Other Job Information

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.


USD $58,500.00/Yr.

USD $88,000.00/Yr.

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