BCI - Brokerage Consultants Ltd.

Our Focus: Financial Services

We connect the right people with the right positions throughout the financial community.

  • Asset Management
  • Alternative Investments
  • Banking
  • Broker/Dealers
  • Commercial Lending
  • Consulting
  • Corporate Treasury
  • Family Offices
  • Financial Services Software Services
  • Insurance & Pension Funds
  • Municipal Finance
  • Private Equity
  • Real Estate Finance
  • Trading

Brokerage Consultants - Financial Recruiting

Tap our resources.

They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.

Job Order:

Job Type:

Pension Administrator (42745-320)

Detroit, MI area (Birmingham)

The company is a leading employee benefits design and administration firm

Maintain relationships and consult with assigned Clients to manage the
completion of annual plan administration or special projects as defined in
scope of services
Work closely with Plan Sponsors, Recordkeepers, Financial Institutions and
Auditors to deliver practical solutions to help Clients maintain their
qualified plans
Review, interpret and advise on Plan Documents, Amendments, Notices and

Plan Descriptions:
Consulting on issues related to IRS and ERISA compliance
Complete all aspects of Annual Plan Administration including:
Employee data reconciliation
Contribution/allocation calculations, including Match, Safe Harbor, Top
Heavy, Profit Sharing and New Comparability
ADP/ACP, Coverage, Top Heavy, Non-discrimination and other Compliance
Testing, including corrections of ADP/ACP Testing and Projected Testing
Trust Accounting reconciliation and preparation of statements
Governmental Filings such as Forms 5500 Series, 8955-SSA, 5330
Audit Support for Large Plans
Calculation of Corrective Contributions and Distributions
Preparation of distributions and loans
Maintain documentation of Client communications
Assist with other functions relating to the administration of qualified
defined contribution plans
Maintain systems proficiency to enhance Client services delivery

3-5 years retirement plan administration experience, with emphasis in the
Working knowledge of ERISA, DOL and IRS regulations and correction programs,
retirement plan compliance testing rules, regulatory changes, plan
documents, trust accounting and Form 5500 filings
Positive and professional attitude, client-focused and proactive
Organization and time management skills with ability to prioritize and
handle multiple projects and deadlines
Strong analytical and critical thinking skills, including experience
identifying problems and providing effective resolutions
Effective verbal and written communication skills
Ability to work both independently and as a team player
Commitment to accuracy of work product and client deliverables
ASPPA designations or pursuit of professional designations in process (QKA,
Knowledge of ASC administration/compliance and 5500 software is a plus
Experience with Relius plan document software is a plus