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DC/DB Administrator

Heritage Pension Advisors, Inc.

in Remote / Commack NY

Logo for Heritage Pension Advisors, Inc.

Heritage Pension Advisors, Inc. is looking for a DB/DC plan administrator to assume the future growth of our clientele.  Plan administrators are expected to communicate daily with clients and assume the following: 

Responsibilities:

  • Plan Design
  • Completion of Plan Documents
  • Plan Amendments
  • Compliance Testing
  • Tax Reporting
  • Plan Audit Assistance
  • Form 5500

Qualifications:

  • Five or more years of DC Plan experience.  DB experience is a plus but will train the right motivated individual.
  • Excellent knowledge of  non-discrimination testing
  • Working knowledge of cash balance plans including hypothetical allocations, top-heavy requirements and minimum and maximum funding requirements
  • General understanding of actuarial valuations
  • General knowledge of PBGC coverage and its requirements
  • Excellent written and verbal communication skills
  • Excellent organizational skills
  • High level of critical thinking

We use FT Williams for both plan documents and compliance administration.  Experience with FT Williams is a plus.

We offer a competitive compensation package including medical, safe harbor 401(k) and paid time off.

How to Apply

If you are interested in learning more about this position please email Scott Mullady at smullady@heritagepension.com.


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