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DC / 401(k) Plan Administrator

Improved Funding Techniques, Inc.

in Lynbrook NY

Responsibilities include:

  • Confirmation of participant eligibility
  • Calculation of employer contributions (including cross-testing/partnerships & sole proprietors)
  • Deposit reconciliation
  • HCE / Key employee determination
  • IRC 410(b) Ratio Percentage Test
  • IRC 415 Annual Additions Test
  • IRC 416 Top-Heavy Test
  • IRC 401(a)(4) Non-discrimination Test
  • ADP / ACP Non-discrimination Test
  • Participant vesting calculation
  • Preparation of Form 5500 & all related schedules
  • Distribution & loan review
  • Document review

Qualifications include:

  • Bachelor’s degree or commensurate work experience
  • 3 to 5 years of experience working with retirement plans
  • Must be knowledgeable of rules and regulations
  • Experience with trust reconciliation and completion of governmental forms (5500 & related schedules, 5330, 8955-SSA)
  • Verbal and written skills
  • Interpersonal skills with the ability to interact effectively with all levels of colleagues, vendors and clients
  • Analytical skills with attention to detail and high level of accuracy
  • Organizational and time management skills
  • Strong knowledge of Microsoft Office (e.g. Excel, Word)
  • Knowledge of Datair a plus
  • Knowledge of Plan Design formulas for 401(k) / Profit Sharing Plans

How to Apply

Email resume and compensation requirements to:

This ad has been viewed 412 times. It expires on 6/9/2018.

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