NYC (midtown Manhattan) TPA firm is seeking a Defined Contribution/401(k) Administrator with 3+ year(s) experience. Individual will be responsible for the administration of a block of small to mid-size defined contribution plans, including preparing
valuations, non-discrimination testing, 5500 and government filings, and other related day-to-day administrative functions.
This individual must be organized and detail-oriented. There will be client contact, so good communications skills are a must.
This is not an entry-level position, so the individual must have prior experience with a TPA, pension consulting firm or good working knowledge of pension administration industry. Initial responsibilities will depend upon experience.
also be given the opportunity (if desired) to learn about defined benefit (and cash balance) plans, cross-tested plans, average benefit and general testing, FASB and document preparation.
While not required, experience with Relius Administration, and
Accudraft documents are a plus.
Gelman Pension, founded in 1990, is a small, privately owned, independent pension consulting firm that provides high level, quality services for its clients. The firm provides a full range of plan administration for
all types of qualified retirement plans. Our services include plan design, document preparation, annual administration and plan termination. The firm does not do in-house daily administration, but does serve as TPA for numerous financial institutions
including Nationwide, Transamerica, John Hancock, MassMutual, Principal, Empower, American Funds, Voya and Newport.
How to Apply
Interested individuals should e-mail resume and salary requirements to: