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Retirement Plan Administrator

Cafaro Greenleaf

in Wayne PA

Cafaro Greenleaf (CG) has been a boutique firm of Registered Investment Advisors, Fiduciaries and Consultants to corporate, public, and not for profit clients nationwide for over 35 years, with an exclusive focus on retirement plans. Our primary offices are located in Red Bank, New Jersey, with additional offices in Philadelphia, Orlando, Houston, South Bend, Washington, DC, and South Carolina in order to best serve our national client base. We are pioneers in the retirement industry and since our founding in 1981, we have become one of the foremost authorities in the retirement advisory space, and are widely recognized as experts and leaders in the industry.

Cafaro Greenleaf is seeking a seasoned Retirement Plan Administrator for our Philadelphia office.

The position serves as primary point of contact for interaction with clients, consultants, and others as it relates to:

  • Regulatory and legal compliance
  • Compliance testing
  • Annual reporting and valuation
  • Government reports and filings
  • Quality assurance review

Responsibilities may include (but not be limited to):

  • Confirmation of participant eligibility
  • Calculation of employer contributions (including cross-testing)
  • Deposit reconciliation
  • Trust Accounting
  • HCE/Key employee determination
  • IRC 410(b) Ratio Percentage Test
  • IRC 415 Annual Additions Test
  • IRC 416 Top-Heavy Test
  • IRC 401(a)(4) Non-discrimination Test
  • ADP/ACP Non-discrimination Test
  • Supplementary PPA Statements
  • Annual Required Participant Notices
  • Participant vesting calculation
  • Preparation of Form 5500 & all related schedules
  • Consulting to optimize plan to meet Plan Sponsor's goals
  • Distribution & loan review

Qualifications include:

  • Bachelor's degree or commensurate work experience
  • 3+ years of experience working with retirement plans
  • Must be knowledgeable of ERISA, IRS and DOL rules & regulations
  • Experience completing all required testing including: ADP/ACP, 402(g) limits, 415 limits, 416(c) Top Heavy, 410(b) Coverage, 414(s), New Comparability Cross Testing
  • Experience with trust reconciliation and completion of governmental forms (5500 & related schedules, 5330, 8955-SSA), experience working on 5500 plan audits
  • Excellent verbal and written communication skills

How to Apply

Resumes should be emailed to Buzz Hartsig, Director of Operations at: bhartsig@cafarogreenleaf.com


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