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Plan Administrator

Heritage Pension Advisors, Inc.

(Remote / Woodbury NY)

Heritage Pension Advisors is a full-service Third Party Administration firm located in Woodbury, New York.   We are currently looking for an individual who enjoys being part of a great team, takes a real sense of pride in their communication with clients and is looking to grow professionally.  

We are seeking an experienced 401(k) administrator that has worked with audited plans.  Our administrators provide A to Z administration and are the primary contact for our Plan Sponsors.

Location: Remote

Responsibilities Include:

• Preparation and maintenance of Plan Document
• Data collection
• Employee census review/eligibility calculations
• Nondiscrimination; Top-Heavy; Coverage testing
• Contribution calculation and allocation work
• Trust accounting and reconciliation
• Form 5500 preparation
• Client consultation and review

Position Requirements:

• 5+ years of retirement plan administration experience
• Proficiency FT Williams a plus
• Ability to work independently with management review and support
• Deadline oriented with excellent time management
• Ability to communicate effectively with clients, financial advisors and record-keepers
• High degree of organization and attention to detail

Benefits Include:

• Competitive salary
• Health Insurance with HSA
• Safe Harbor 401(k) Plan
• Paid Vacation and Sick Time

How to Apply

To apply, please email me your resume to Smullady@heritagepension.com.

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