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401(k) Retirement Plan Administrator

Heritage Pension Advisors, Inc.

in Telecommute / Commack NY

Logo for Heritage Pension Advisors, Inc.

Heritage Pension Advisors, Inc. provides plan design, compliance testing, recordkeeping and tax reporting to qualified plans ranging in size from 1 employee to several thousand employees.  We are looking for an experienced 401(k) DC administrator that can immediately assume a block of clients.  Our ideal candidate is well organized, has excellent communication skills and has at least 3 years plan administration experience.  If you have experience working with DC/DB combination plans that is a big plus since this has been a big part of our growth.  If you do not have experience working with combination plans, we can train you.

Job Responsibilities: 

  • Handle a caseload of 60-80 small to medium size plans
  • Answer client, advisor and accountant calls and correspondence related to the administration of the plan and provide guidance for all compliance related issues
  • Prepare and interpret plan documents
  • Prepare annual reports including employee eligibility, company contributions, and compliance testing
  • Complete form 5500 and related schedules
  • Assist with plan audits

We offer a competitive salary, health insurance benefits, health savings account, dental, safe harbor 401(k) plan, and paid vacation and sick days.

How to Apply


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