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DC Plan Administrator

Long Island TPA Firm

in NY

Overview:  We are a growing TPA firm with an opening for an experienced DC Plan Administrator to start after October 15.

Responsibilities

  • Manage a caseload of DC plans, ranging in size.
  • Performance of nondiscrimination & coverage testing
  • Calculation of plan contributions and allocations
  • Preparation and electronic delivery of Form 5500 with schedules
  • Communication with plan sponsors and financial advisors on all aspects of plan administration
  • Preparation of plan documents, including amendments and restatements

Knowledge & Experience

  • A minimum of 3 years prior Administrative experience
  • ASPPA designation(s) preferred
  • Datair administration and 5500 software experience preferred
  • Strong attention to detail, ability to meet and manage deadlines
  • Ability to work both independently and on a team
  • Self-starter, flexible, and able to “think outside of the box”
  • Excellent client service / communication skills
  • Ability to effectively prioritize and execute tasks while under pressure
  • Strong customer service orientation
  • DB / Cash Balance experience a plus

About Us

We are a small firm with a great working environment and nice benefits.  We all work together as a team to help each other whenever needed. Our goal is to provide excellent service to our clients.

How to Apply

Apply by email to:  retirement.plans.hr@gmail.com

*PLEASE INCLUDE SALARY REQUIREMENTS WITH RÉSUMÉ*


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