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DC Plan Administrator

Heritage Pension Advisors, Inc.

in Commack NY

Logo for Heritage Pension Advisors, Inc.

Heritage Pension Advisors is a full-service Third Party Administration firm located in Commack, New York.   We are currently looking for an individual who enjoys being part of a great team, takes a real sense of pride in their communication with clients and is looking to grow professionally.  

We are seeking an experienced 401(k) administrator to prepare full valuation reports for a book of assigned clients. Valuation report includes preparation of financial statements, IRS tax filings, DOL reporting and completion of all non-discrimination testing by the required annual deadlines.  The individual is also responsible for all verbal and written communication with the client throughout the year providing expertise and consultation regarding all matters pertaining to ERISA.

Responsibilities Include:

  • Preparation and maintenance of Plan Document
  • Data collection
  • Employee census review / eligibility calculations
  • Nondiscrimination; Top-Heavy; Coverage testing
  • Contribution calculation and allocation work
  • Trust accounting and reconciliation
  • Loan and distribution processing
  • Form 5500 preparation
  • RMD; QDRO review/calculations
  • Form 1099-r / 945 preparation
  • Client consultation and review

Position Requirements:

  • 3+ years of retirement plan administration experience
  • Proficiency FT Williams a plus
  • Ability to work independently with management review and support
  • Deadline oriented with excellent time management
  • Ability to communicate effectively with clients, financial advisors and record-keepers
  • High degree of organization and attention to detail

Benefits Include:

  • Competitive salary
  • Health Insurance
  • Safe Harbor 401(k) Plan
  • Paid Vacation and Sick Time

How to Apply

To apply, please e-mail your resume to SMullady@HeritagePension.com


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