Professional Resume Template for
Pension Administrator
Raymond E. Vance
Dallas, TX
(214) 555-0198
raymond.vance@retirementmail.com
linkedin.com/in/raymond-vance-pension | retirementinsights.com
Professional Summary
Methodical Pension Administrator with 5 years of experience specializing in the administration of defined benefit and defined contribution plans. Proficient in managing complex plan reconciliations, coordinating annual non-discrimination testing, and ensuring strict compliance with ERISA, IRS, and DOL guidelines. Successfully automated distribution processing workflows for 8,500 plan participants, reducing overall administrative processing cycles by 24%. Expert in utilizing enterprise tools including Omni, PensionPro, and Oracle PeopleSoft Benefits Administration.
Work Experience
Pension Administrator — Total Retirement Solutions
Dallas, TX | September 2023 – Present
- Administered 45 distinct defined benefit and 401(k) plans for 12,000 active participants, verifying that all daily operations and calculations aligned perfectly with ERISA standards.
- Reconciled trust assets valued at $85M on a quarterly basis, utilizing PensionPro to identify and resolve balance discrepancies with 100% accuracy, saving 15 hours of manual audits per quarter.
- Automated the distribution and loan approval workflow using Omni scripting and database queries, reducing average participant request processing times by 32% and increasing client satisfaction.
- Conducted annual ADP/ACP and top-heavy non-discrimination testing for 35 corporate clients, correcting plan design anomalies and resolving compliance issues 10 days ahead of IRS filing deadlines.
Associate Pension Administrator — Apex Benefits Administration
Austin, TX | June 2021 – August 2023
- Calculated monthly pension distributions and lump-sum payouts for 350 retirees, maintaining a 99.8% compliance rate under IRS Internal Revenue Code Section 415.
- Audited historical participant records for a portfolio of 18 large plan sponsors, identifying and correcting 240 database discrepancies within Oracle PeopleSoft Benefits Administration.
- Drafted annual Form 5500 filings and all associated schedules for 25 distinct defined contribution plans, ensuring timely and compliant submission to the Department of Labor.
- Resolved 120+ escalated participant inquiries regarding vesting schedules, benefits calculations, and rollover eligibility within 24 hours of receipt.
Education
Bachelor of Business Administration in Finance
Texas State University · San Marcos, TX · 2021
Skills
Pension administration, Defined benefit plans, Defined contribution plans, ERISA compliance, IRS regulations, Form 5500 filing, Non-discrimination testing, Trust accounting, Participant distributions, PensionPro, Omni, Oracle PeopleSoft, Microsoft Excel, SQL, Client relationship management
Projects
Legacy Pension System Migration
Role: Lead Data Migration Analyst
Tools: PensionPro, Oracle PeopleSoft, SQL, MS Excel
Directed the migration of 8,500 historical participant records to a cloud database, reducing query retrieval time by 45% and eliminating 150 duplicate files.
ERISA Compliance Remediation Project
Role: Compliance Coordinator
Tools: Omni, MS Access, Excel, Sharepoint
Led the comprehensive audit of 40 historical plan documents, correcting outdated vesting formulas and saving the client $45,000 in potential IRS penalties.
Certifications
- Certified Employee Benefit Specialist (CEBS) (2025)
- Qualified Pension Administrator (QPA) (2024)
- Qualified 401(k) Administrator (QKA) (2023)
Additional information
- Languages: English (Native), Spanish (Conversational)
- Volunteer Work: Financial literacy workshop instructor for local community center (2022-present)
- Availability: 2 weeks notice
Job Market Insights
Market data and opportunities for
Pension Administrator
Job Market Insights
$50,000
-
$85,000
Avg:
$67,000
Growth Outlook:
The employment of compensation, benefits, and job analysis specialists, which includes pension administrators, is projected to grow 6% from 2024 to 2034. Demand is driven by the complexity of retirement regulations and the transition of the aging workforce into retirement phases. As employers face evolving IRS and ERISA regulatory frameworks, the need for specialists to manage plan compliance remains steady. Automation tools will streamline basic record-keeping, allowing administrators to focus on complex compliance auditing and consultative plan design.
6% growth over 10 years
Key Skills Required
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