Job Description

Objective: Detail-oriented and highly organized Pension and Institutional Trust Administrator with 2-7 years of experience in managing retirement plans and institutional trusts. Adept at ensuring regulatory compliance, maximizing investment returns, and delivering exceptional client service. Seeking to leverage expertise in pension administration and investment management in a dynamic financial institution.

Institutional Trust and Pension Administrator

Administered pension and institutional trust accounts for corporate clients, ensuring compliance with ERISA regulations and company policies.

  • Conducted participant enrollment and maintained accurate records of contributions, distributions, and investment allocations.
  • Collaborated with investment managers to optimize portfolio performance and minimize risk exposure.
  • Prepared and filed regulatory reports, including Form 5500 , 5498, 1099(s)
  • Resolved participant inquiries and provided education on retirement planning options and benefits.
  • Managed relationships with plan sponsors, trustees, and third-party service providers to ensure seamless plan administration.

Pension Administrator

Processed pension benefit calculations, including retirement, disability, and death benefits, in accordance with plan documents and legal requirements.

  • Reviewed and audited plan documents, amendments, and participant data to maintain accuracy and compliance.
  • Conducted annual nondiscrimination testing and performed corrections as necessary to maintain qualified plan status.
  • Assisted in the implementation of new pension plans and plan amendments, including plan design and documentation.
  • Prepared and distributed participant communications, including annual statements, newsletters, and enrollment materials.


  • Certified Employee Benefit Specialist (CEBS)
  • Qualified Pension Administrator (QPA)


  • Proficient in retirement plan administration software (e.g., Relius, FIS)
  • Strong understanding of ERISA regulations and IRS guidelines
  • Excellent attention to detail and analytical skills
  • Exceptional communication and client service abilities
  • Ability to work independently and as part of a team in a fast-paced environment

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Job #:
Position Type:
Contract to Hire
Minneapolis, MN

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