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ESOP Administrator

Swerdlin & Company

in Atlanta GA / Telecommute

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. 

This position is available as a remote/work from home position. 

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 review.
  • 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 administration.
  • 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 Forms) preferred.

How to Apply

Email your resume to

You must include the following:

  • work experience
  • 3 direct business references
  • salary history
  • availability time-line

Visit our web site.

This ad has been viewed 296 times. It expires on 4/13/2018.

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