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Pension Specialist

Company: Mutual of America
Location: Boca Raton
Posted on: September 18, 2022

Job Description:

Mutual of America Financial Group

Job Title: Pension Specialist

Location: Boca Raton, FL

Who We Are:

Mutual of America Financial Group ("Mutual of America") has specialized in providing retirement plan products and services to small and mid-sized corporations and non-profit organizations since 1945. Utilizing local offices with non-commissioned sales representatives, they offer a wide variety of retirement savings plans and services, including 401(k), 403(b), and 457(b) deferred compensation plans. Mutual of America also provides investment vehicles to individuals for their retirement and other long-term financial needs.


  • Provide guidance, direction and alternatives to personnel in Marketing and other divisions to aid in meeting the objectives of clients and prospects.
  • Review and approve all plan provision requests for new cases, changeovers and amendments.
  • Produce standard and non-standard plan amendments, as requested, for existing clients.
  • Produce standard and non-standard plan documents, as requested, for new clients.
  • Research non-standard client requests to determine whether the requests comply with IRS, DOL and ERISA guidelines.
  • Prepare distribution memos to inform various operating areas of administration for approved non-standard provisions.
  • Review and approve corrective contributions, check requisitions and refund requests.
  • Projects as assigned.

    Required Qualifications:

  • Bachelor's Degree
  • Effective written and verbal skills
  • PC Knowledge (Word, Excel and Access preferred)

    We offer a base salary and bonus potential in addition to outstanding benefits (which start on your first day of employment), including a comprehensive health plan, pension plan, 401(k) with company match, life insurance, vacation days and paid holidays. additional details about life at Mutual of America. You can also follow us onTwitter:@mutualofamerica -Facebook:@mutualofamerica

    Mutual of America Financial Group provides equal employment opportunity to all qualified employees and applicants for employment regardless of race, color, creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, marital or partnership status, sexual orientation, gender identity or expression, disability, genetic predisposition, veteran or military status, or any other classification prohibited by applicable law.

Keywords: Mutual of America, Boca Raton , Pension Specialist, Other , Boca Raton, Florida

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