Swerdlin and Company is a third party administration firm located in Atlanta, Georgia. We administer all types of retirement plans, including 401(k) Profit Sharing Plans, Employee Stock Ownership Plans, Cash Balance Plans, Cross - Tested Plans, 403(b)
and 457 Plans.
We are looking for a candidate for our defined contribution team. The perfect candidate would be a highly motivated individual, with exceptional work ethic and a strong knowledge in ESOP and 401(k) plan administration. The successful
candidate will have the ability to meet goals, deadlines while working in a fast paced environment.
Responsibilities include the following:
Responsible for the overall client engagement start to finish.
A clear understanding of
technical issues, and the ability to clearly demonstrate both orally and in writing.
The ability to communicate with Advisors, CPA's, and Attorney’s as it pertains to the plan is a must.
Annual expectations for specific work
duties include: annual/quarterly valuations, compliance testing, financial and government (Form 5500) reporting, plan audit support and plan document services.
Knowledge of legislative regulations of defined contribution plans including, but not
limited to, 401(k) and ESOP/KSOPs.
Interacts with team members and colleagues at all levels.
Documents all procedures and processes.
Ensures proper review, sign-off, and quality control of all compliance testing and peer
MUST Maintain work schedule and monitor work to ensure that deadlines are being met while handling multiple tasks.
Review of distributions and loans, testing, Form 5500 and plan documents.
Must be a team player AND able
to work independently; the ability to perform quality work in a fast-paced environment and meet supported deadlines.
Qualified candidates will possess the following:
At least three to five years of experience in ESOP
Organization and communication skills are a must.
Flexibility to work extended hours, during peak activity months.
Government filings such as Form 5500, VCP and DFVCP requests.
Compliance tests including:
IRC 401(a) general nondiscrimination, ADP/ACP, 410(b) coverage, 416 top heavy tests and 409(p) tests.
Strong computer skills, including Microsoft Office (Excel, Outlook and Word)
Experience with Relius (Administration and Government