TransGlobal/Transpacific Financial Inc 美國泛宇

Pension Plan Administrator (open to full remote/work from home)

  • TransGlobal/Transpacific Financial Inc 美國泛宇
  • Remote
  • 8 days ago


Job Description

About Us

TransGlobal is the largest Asian General Agency in the US with 25 offices focusing on a variety of financial services including insurance, real estate, mortgage, investment, pension, and tax services.



1. Assist business clients with ERISA Pension plan design and administration

2. Collect census data from clients to determine eligibility and vesting schedule

3. Coordinate between clients and the Third Party Administrator (TPA) for client services

4. Monitor clients’ 401(k) accounts on enrollment and termination processes

5. Maintain up-to-date knowledge of ERISA laws and regulations on pension legislation


1) Proficient in computer skills – MS Office: Excel, Word, Adobe: Acrobat

2) Familiar with ERISA regulations, DATAIR software

3) Minimum 3-year experiences in pension plan setup, employee eligibility, vesting schedule, plan termination

4) Knowledge of ERISA Pension plan

5) Excellent verbal and written communication skills in English

6) Excellent organizational skills, attention to detail, professional phone etiquette

7) Bilingual in Mandarin Chinese is a plus


· Salary depending on experience

· Health insurance (medical/dental/vision/HSA) covering spouse and dependents

· 401(k) with employer matching

· Paid sick leave (6 days), paid personal leave (6 days)

· Paid vacation (accrued based on years of employment)

· Paid holidays, paid jury duty, paid training

Job Type: Full-time

Application Question(s):

Will you now or in the future require sponsorship or transferring for employment visa statuses such as H-1B visa or green card?


Associate (Preferred)


pension plan administrator: 3 years (Preferred)


Mandarin Chinese (Preferred)

Work Location: Remote

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