Company Intro:

EdgeCo Holdings is comprised of several affiliated companies focused on providing a broad array of sophisticated financial products, technology, and support services in the areas of full-service retirement plan administration, brokerage services, and trust & custody solutions. EdgeCo provides these services through numerous subsidiary entities including American Trust, Mid Atlantic Trust Company, NewEdge Capital Group and PensionPro Software.

Job Summary:

This position specializes in the generation of Benefit Calculations for Defined Benefit Plans. Primary responsibilities are to track and generate DB Benefit Calculations in preparation for the calculation review process.


Work closely with one of our Enrolled Actuaries in learning how to prepare Benefit Calculations for both Qualified and Non-Qualified Defined Benefit Plans.
Maintain client databases and benefit calculation log.
Prepare certified retirement benefit calculation for retirees, spouse of deceased employees and other vested benefit calculations.
Assist with the monthly payments to retirees.
Assist with the preparation of DOL Forms 5500, PBGC Forms, Annual Funding Notices and AFTAP Certifications.
Assist in preparing plan studies, etc.
Multi-task with little supervision.
Other miscellaneous duties normally associated with defined benefit plans.
Reviewing employee data to ensure accurate information.
Reviewing employee census to determine plan eligibility requirements and benefit accruals.
Communicating and following up on specific client requests.
Maintain a cordial and effective relationship with internal clients, external clients and team members.
Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.

Required Skills/Abilities:

Excellent Microsoft Excel, Outlook and Word skills.
Excellent analytical and decision-making skills.
Experience in computing DB Benefit Calculations a plus.
Organization and communication skills are a must.
Flexibility to work extended hours, during peak activity months.
Experience in a Customer-facing environment a plus.
Demonstrated relational skills such as diplomacy, judgment, decision making and discretion.
Demonstrated critical thinking abilities.
Initiative, creativity, and energetic active engagement in all work responsibilities.
Multi-task, prioritize workflow of self and others and coordinate activity as an effective team member to meet deadlines and make effective decisions under pressure.
Demonstrated professional business skills and demeanor.
Demonstrated ability to identify and problem solve complex situations.
Apply judgment with respect to high level business impact and risk.

Education and Experience:

College mathematics/accounting/business degree or relevant work experience.


Employees are eligible to participate in company benefits including health, dental, and vision insuranthe first of the month after their hire date. The company also provides a 401(k) plan with company match, group life insurance, short- and long-term disability, as well as additional voluntary benefits for employees to elect participation in.