1. Employment Profile: What exactly does a n APA (Accredited Pension Administrator) do? |
|
 What field is your job in?
Third-Party Pension Administration
|
|
What is your job title?
APA (Accredited Pension Administrator)
|
|
Please provide a brief description of the firm or organization that you currently work for
(size and general description of what type of organization it is)
We are a small family owned Third-Party Pension Administration company with approximately 10 employees.
|
|
How long have you been employed in this position?
six years
|
|
How many hours do you work a week on average?
40
|
|
Please provide a BRIEF description of your duties and responsibilities. (job description)
We do compliance testing and complete annual tax returns for qualified plans (401k, profit Sharing, Defined Benefit, POP). We do this for the plans of small & medium sized companies. We also prepare new plan documents, amend current plan documents, & help withn all aspects of plan structure.
|
|
What was your gross income last year? Please include any bonuses or incentives received.
42000
|
|
What is your expected gross income for this year? Please include any bonuses or incentives you expect to receive.
42000
|
|
Please
list any benefits you have (Please include number of weeks vacation,
sick leave and type of health insurance, retirement plan 401k)
Safe Harbor 401K, Health Insurance, Vacation, Personal time, & flexible hours
|
|
Do you feel you are under/well/over compensated at your current position?
under
|
|
|
2. Work environment! |
|
Does
your job entail you working with others on a daily basis? Is this
something you like/dislike about your job? Explain
I work with others on a daily basis. I find working with others increases my knowledge and resources.
|
|
Do you work collaboratively with supervisors/managers?
Yes
|
|
Do you work collaboratively with your co-workers?
Yes
|
|
Describe
your work location (e.g., office, home, theatre, in the field) and what
you like/dislike about working in it
It's an old house that has been converted to office space but still has a homey feel. I love having a home like kitchen fot lunch & coffee breaks.
|
|
Please rank in order of importance from 1-8 (1- most important 8- least important) Assign each number once.
-
3 Income
-
5 Work Environment - co-workers
-
4 Work Environment - supervisors
-
2 Benefits
-
1 Hours
-
6 Level of responsibility
-
7 The actual "work" you do at your job
-
8 Job Title
|
|
3. How should someone new to the workforce get a J-O-B like yours? |
|
If someone wanted to go about getting a job similar to yours, what would you recommend for him or her to do?
Have a payroll background (helps when dealing with clients when discrepancies come up) and take courses with NIPA - National Institute of Pension Administrators (Nipa.org).
|
|
What
skills do you think a person should have if they want to pursue a
position like yours? Please be specific and explain why (e.g., social
skills, organization skills, technical skills)
attention to detail, excellent math and problem solving skills
|
|
Do you feel that you need a certain level of education or training to be successful in your job?
yes. Need classes at NIPA.
|
|
What advice would you give to someone who was about to start work in your position/ line of work?
Should keep up with all law changes through constant continuing education and seminars
|
|
In order to view the remaining sections of this questionnaire please
SIGN IN
or
REGISTER HERE
or 
|
