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DC Plan Administrator

Heller Pension Associates, Inc.

(Remote / Hyde Park NY / Miami FL)

Heller Pension Associates, Inc. is a 50-Year Old, Family-Owned and Operated TPA Firm.  We specialize in providing Customized Plan Design and High-Level Service for small to mid-sized Employer Sponsored Retirement Plans. We have offices in New York and South Florida.  This position can be Remote or Hybrid.

We're seeking a Defined Contribution Administrator to provide "A to Z"/"Soup to Nuts" Administration.

Primary Responsibilities:

• Review/Scrub Census Data.  Determine/Confirm Eligibility.
• Contribution and Top Heavy Calculations.
• Compliance Testing, Including Coverage and Nondiscrimination (i.e., 401(a)(4) and ADP/ACP Testing).
• Reconciliation of Plan Assets.
• Preparation of Form 5500 and Related Schedules.
• Preparation of Valuation, including Benefit Statements, etc.
• Loan/Distribution Paperwork.
• Regular Communication w/Clients, Accountants and Financial Advisors.

Minimum Requirements:

• Two Years of "A to Z"/"Soup to Nuts" Administration Experience.
• Bachelor's Degree.  (Math, Actuarial Science, Accounting or Finance Preferred.)
• Strong Attention to Detail.
• Communicate Well w/Clients, Accountants and Financial Advisors.
• Thrive in a Team Environment and be a Positive Team Player.
• ASC Experience Strongly Preferred.
• Proficient in MS Excel.
• ASPPA Exams/Designation a plus!

If you're a detailed-oriented person with excellent organizational, communication, time management, and problem-solving skills who is searching for a long-term career position, come join our team!

Send inquiries to:

Todd Heller (theller@hellerpension.com)  

How to Apply

To apply, please email your resume to theller@hellerpension.com.  

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