Pension Consultant &

Daily Valuation Administrator
for ML Kerns & Associates, L.L.C.
in Houston, TX

M.L. Kerns & Associates is a benefits consulting and administration firm that specializes in 401(k)/new comparability and 401(k)/defined benefit combo plans.  We are seeking an experienced, ownership driven person capable of taking over the management of a group of existing daily 401(k) plans on Relius.  The position requires a comprehensive knowledge of ERISA regulations and filings, as well as excellent consulting and presentations skills.

Responsibilities include:

  • Daily administration of 401(k) plans.
  • Advise clients on creative plan design.
  • Prepare and interpret plan documents.
  • Prepare/review annual trust accounting, testing, 5500 form, safe harbor compliance, etc.
  • Cultivate existing client relationships.
  • Participate in meetings with prospective clients.
  • Communicate with principals, clients, financial advisors, attorneys, CPAs, and other professionals on plans.

Ideal qualifications for the position:

  • Bachelor's degree required.
  • One or more professional designations or advanced degree.
  • Minimum 5 years of employee benefits experience with a strong consulting component.
  • Excellent communication skills.
  • Strong technical knowledge of ERISA, Internal Revenue Code and Regulations and plan design and administration.
  • Experience with Relius software.
  • Advanced knowledge of Excel and other Microsoft software.

ML Kerns offers an above market competitive compensation package for this position of salary, incentive bonus and benefits.  We are located in the Galleria Financial Center in the heart of Houston's Galleria Mall.

Qualified candidates should email a resume to: Resume@mlkerns.com or fax it to (713) 993-0950.

 

 

 

 

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