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Mid-level Retirement Plan Administrator

Third Party Administrator Firm - TPA

in Garden City NY

Retirement Plan Administrator

Successful candidate is responsible for quality assurance, IRS pension compliance, communication, and all related processes. Perform actuarial valuations and retirement benefit calculations.

Job Responsibilities to include the following but not limited to:

  • Providing daily support for the administration of Qualified Retirement Plans.
  • Gathering data to run Contribution Reports and applicable IRS Compliance testing.
  • Performing comprehensive Trust Accounting for each plan and directing necessary processing of adjustments.
  • Preparing Annual Valuation Reports, Participant Statements and 5500 Government Filings for timely submission.
  • Reviewing and preparing Plan Document Restatements and new plans for accuracy and compliance.
  • Written and phone communication with clients concerning plan design and provisions.
  • Coordinating Firm efforts with our administration team and clerical staff.
  • Preparing filings for specialized projects (e.g. plan audits and VCAP Compliance Work)


  • Excellent oral and written communication skills.
  • Knowledge of Defined Contribution and Cash Balance Defined Benefit plans.
  • Proficiency with Datair or similar software.
  • Preferred ASPPA Credentials.
  • Strong spreadsheet, communication, and trust accounting skills along with an aptitude for numerical analysis required.  Working knowledge of Datair Administration-Windows version desirable but not necessary.
  • Knowledge of principals and processes for providing customer services.  This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction. 

Education and/or Experience:

  • Minimum of 5 years with retirement plan teams
  • Associates or Bachelor’s Degree

Required Skills:

  • Reading Comprehension: Understanding written sentences and paragraphs in work-related documents.
  • Time Management:  Managing one’s own time and the time of others.
  • Critical thinking:   Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.
  • Deductive Reasoning:  The ability to apply general rules to specific problems to produce answers that make sense.
  • Oral Comprehension:  The ability to listen to and understand information and ideas presented through spoken words and sentences.

Schedule:  Monday through Friday Flexible In-Office/Remote Schedule

Benefits Available:  401 (k) Profit Sharing and Cash Balance Defined Benefit Plan, Medical Insurance, Dental Insurance, Paid Holidays and Vacation Pay included.

Salary Negotiable

How to Apply

Please submit resume by email to

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