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Retirement Plan Administrator

RSW & Associates

in CT / NJ / NY

Logo for RSW & Associates

RSW & Associates - Third Party Administrator - Garden City, NY

Job Responsibilities to include the following but not limited to:

  • Providing daily support for the administration of Qualified Retirement Plans.
  • Gathering data to run Contribution Reports and applicable IRS Compliance testing.
  • Performing comprehensive Trust Accounting for each plan and directing necessary processing of adjustments.
  • Preparing Annual Valuation Reports, Participant Statements and 5500 Government Filings for timely submission.
  • Reviewing and preparing Plan Document Restatements and new plans for accuracy and compliance.
  • Written and phone communication with clients concerning retirement plan design and retirement plan provisions.
  • Coordinating with our administration team and clerical staff.
  • Preparing filings for specialized projects (e.g. plan audits and VCAP Compliance Work).
  • Coordinating with our actuarial team for Combination plans. 

Qualifications:

  • Excellent oral and written communication skills.
  • Knowledge of Defined Contribution and Defined Benefit plans.
  • Proficiency with Datair or similar software. Training on Datair Software available.

Education and/or Experience:

  • Retirement plan teams experience
  • Associates or Bachelor’s Degree

Schedule: Monday through Friday

Job Type: Full-time

Benefits:

  • 401 (k) / Cash Balance Retirement Plan
  • Medical Insurance - United Healthcare / Oxford
  • Paid Vacation
  • Holiday Bonus - Annual
  • Flexible Hybrid Work Schedule

Salary negotiable - based on experience

How to Apply

Send resume to Careers@rswtpa.com


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