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DB/DC Plan Consultant

Small NY Actuarial TPA Firm

in Telecommute / CT / NJ / NY

We are a small NY actuarial and TPA firm who specialize in providing actuarial, consulting, third party administration and legal services for small, closely held companies.  We are seeking a qualified individual to fill an immediate in office OR telecommuting opening within our organization.

Job Responsibilities:

  • Reconcile employee data provided by client
  • Reconcile trust assets
  • Perform valuations for defined benefit (including cash balance) and profit sharing (including 401k) plans
  • Perform compliance testing as required (e.g. ADP/ACP, 401(a)(4), 410(b) etc.)
  • Prepare valuation reports and employee statements
  • Process distributions and loans
  • Prepare government filings (including 5500 series, PBGC, 8955-SSA, etc.)


  • 2-5 years of small plan DB and DC experience
  • Experience with ASC Valuation system a PLUS
  • Knowledge of laws and regulations related to small qualified plans
  • The ability to read and interpret plan documents
  • Strong computer and communication skills (both written and verbal)
  • Excellent organizational and problem-solving skills
  • Detail oriented
  • Can multitask and thrive in a fast-paced environment
  • Is a team player with a willingness to learn and grow but can also work independently

We offer a flexible work schedule, competitive benefits and compensation package in our casual office

How to Apply

Qualified candidates please email your resume, cover letter and salary expectations to for consideration.

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