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DC Retirement Plan Administrator

Heritage Administrative Services, LLC

in Remote / Woodbury NY

Logo for Heritage Administrative Services, LLC

Growing TPA firm located in Woodbury, NY has an opening for an experienced DC Plan Administrator

Responsibilities

Manage a caseload of DC plans, ranging in size.

Performance of nondiscrimination & coverage testing

Calculation of plan contributions and allocations

Preparation and electronic delivery of Form 5500 with schedules

Communication with plan sponsors and financial advisors on all aspects of plan administration

Preparation of plan documents, including amendments and restatements

 

Knowledge & Experience

A minimum of 5 years prior administrative experience, but more experience preferred

ASPPA designation(s) preferred

Datair administration and 5500 software experience a plus

ASC document experience a plus

Strong attention to detail, ability to meet and manage deadlines

Ability to work both independently and on a team

Self-starter, flexible, and able to “think outside of the box”

Excellent client service/communication skills

Ability to effectively prioritize and execute tasks while under pressure

Strong customer service orientation

DB/Cash Balance experience a plus

About Us

We are a small, family-owned firm with a great working environment and nice benefits.

We all genuinely work together as a team to help each other whenever needed. Our goal is always to provide excellent service to our clients.

We are currently on a hybrid schedule between working remotely and in the office, but will consider 100% remote employees.

We work to provide flexibility to our employees for better work/life balance.

 

                           

How to Apply

Please apply by email to:  shartman@hgtpa.com

Salary will be commensurate with experience.

*PLEASE INCLUDE SALARY REQUIREMENTS WITH RESUME*


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