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Senior DC Plan Administrator

Heritage Pension Advisors, Inc.

in Commack NY

Heritage Pension Advisors, Inc., located in Commack, NY,  provides administration, recordkeeping and consulting on Defined Benefit and Defined Contribution Plans.  

Job Responsibilities:

  • Consult with plan sponsors regarding plan design and ongoing administration
  • Nondiscrimination testing
  • Reconciling plan assets
  • Preparation of Form 5500
  • Preparation of Required Notices & Plan Amendments
  • Preparation of Prototype Plan Documents

Desired Background

  • Minimum 5 years experience in administration of defined contribution plans
  • Experience working with ASC a must
  • Experience working with MS Office Applications
  • Experience working with combination defined benefit/defined contribution plans a plus
  • Strong communication skills

How to Apply

E-mail resume to

Visit our web site.

This ad has been viewed 279 times. It expires on 5/11/2018.

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