View All Jobs, Sorted by Date

DC Plan Administrator

Heritage Pension Advisors, Inc.

in Commack NY

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 work, is a great communicator with clients, and is looking to grow professionally.  We are looking for a candidate that is willing to come into our office in Commack, NY several days a week.  We believe working as a team helps all parties involved and provides a better experience for our clients.  

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
• A 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.

View All Jobs, Sorted by Date

Manage This Listing (employer only)