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Retirement Plan Administrator

Heritage Administrative Services, LLC

in Woodbury NY

Logo for Heritage Administrative Services, LLC

Overview:  Growing TPA firm located in Woodbury, NY with an opening for a DC Plan Administrator


  • 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 1 year prior administrative experience, but more experience preferred
  • ASPPA designation(s) preferred
  • Datair administration and 5500 software experience a plus
  • ASC document experience a plus
  • 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, family-owned 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.

We are currently on a hybrid schedule between working remotely and in the office.

How to Apply

Apply by email to:

Salary will be commensurate with experience. 


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