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Defined Benefit Plan Administrator

Heller Pension Associates, Inc.

(Remote / Hyde Park NY / Miami FL / Hybrid)

Logo for Heller Pension Associates, Inc.

Experienced DB/CB/Combo Plan Administrator - Join Our Established TPA Firm

We are a 50-Year Old Third Party Administration firm seeking an experienced Defined Benefit/Cash Balance/Combo Plan Administrator to join our team. 

Required Experience:

  • Hands-on administration of DB/CB Plans - must be comfortable performing calculations and testing independently, not just relying on an actuary.
  • Preparation of AFTAPs and Schedule SBs.
  • Strong understanding of Section 415 Limitations.
  • Ability to manage plans from start to finish (A to Z), including client communications, and collaboration with CPAs and financial advisors.

Qualifications:

  • Bachelor's degree required - concentration in Math, Actuarial Science, Accounting, or Finance strongly preferred.
  • ASPPA or EA Designation (or active pursuit of such) preferred.
  • Experience with ASC Compliance Software is a plus.

Our firm is proud to have a dedicated team - most of our administrators have been with us for over 25 years!  If you're looking for a stable, supportive environment where you can grow and thrive, we'd love to hear from you...  Come join our team!

How to Apply

To apply, please send your resume/CV to Todd E. Heller, Esq., CPC:  theller@hellerpension.com 


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Heller Pension Associates, Inc. has trusted BenefitsLink to help reach qualified candidates for this opening.

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