Swerdlin and Company is a third party administration firm located in Atlanta, Georgia. We administer all types of retirement plans, including
401(k) Profit Sharing Plans, Employee Stock Ownership Plans, Cash Balance Plans, Cross - Tested Plans, 403(b) and 457 Plans.
We are looking for a candidate for our defined contribution team. The perfect candidate would be a highly motivated
individual, with exceptional work ethic and a strong knowledge in defined contribution plan administration. The successful candidate will have the ability to meet goals, deadlines while working in a fast paced environment.
Responsible for the overall client engagement start to finish.
A clear understanding of technical issues, and the ability to clearly demonstrate both orally and in writing.
The ability to communicate with
Advisors, CPA's, Attorney's as it pertains to the plan is a must.
Annual expectations for specific work duties include: annual/quarterly valuations, compliance testing, financial and government (Form 5500) reporting, plan audit support and
plan document services.
Knowledge of legislative regulations of defined contribution
Interacts with team members and colleagues at all levels.
Documents all procedures and processes.
Ensures proper review, sign-off, and
quality control of all compliance testing and peer review.
MUST Maintain work schedule and monitor work to ensure that deadlines are being met while handling multiple tasks.
Review of distributions and loans, testing, Form 5500 and plan
Must be a team player AND able to work independently; the ability to perform quality work in a fast-paced environment and meet supported deadlines.
Qualified candidates will possess the following:
At least three
to five years of experience in balance forward plan administration
Organization and communication skills are a must
Flexibility to work extended hours, during peak activity months
Government filings such as Form 5500, VCP and
Compliance tests including: IRC 401(a) general nondiscrimination, ADP/ACP, 410(b) coverage, 416 top heavy tests an 409(p) tests
Strong computer skills, including Microsoft Office (Excel, Outlook and Word)
Experience with Relius (Administration and Government Forms) a plus