We are currently looking for an experienced Retirement Plan Administrator at our Ballston Lake, NY location. The ideal candidate should have experience in all aspects of defined contribution and defined benefit plan administration. This includes 401(k),
Profit Sharing, Cash Balance and Cross Tested plans. Candidates will be responsible for ensuring that clients are in compliance with all laws governing quailed retirement plans.
Calculation and allocation of
Prioritize completion of compliance tests and/or Form 5500 reporting for assigned caseload
Complete appropriate compliance tests accurately and within standards
Reconciliation of trust
Ensure Form 5500 and
Summary Annual Report (SAR) are accurate and completed within standards
Preparation of participant loans and distribution packages
Work closely with clients to obtain necessary data and respond to their requests/inquiries in a timely
Understand and interpret plan documents and contract provisions
Identify changes/amendments needed to documents due to client requests
Participate in meetings for the company and departments on an as needed
Ability to work independently and prioritize workflow to meet deadlines
Affective decision making under pressure
3 – 5 years’ experience (preferred) in Defined Contribution/Defined
Benefit Plan administration preferably in administration
Good written/oral communication skills
Good customer service skills, ability to effectively communicate with clients via phone or email
Experience with document
interpretation and technical problem resolution
Proficient in Microsoft Office, especially Word and Excel (ASC and Datair a plus)
Experience with unbundled record keepers such as: Principal, John Hancock, American Funds, Mass Mutual,
Professional designations (ASPPA, NIPA) a plus
We have been helping employers with their retirement plan needs since 1982.
Our expertise is the design, installation, administration, and operation or qualified retirement
plans. We provide plan consultation, design, installation, administrative, and actuarial services.
We believe in continuity of account management and close contact with our clients, their legal counsel, and tax advisors.