DC Plan Administrator
Job at a glance
Heller Pension Associates, Inc. is a 50-Year Old, Family-Owned and Operated TPA Firm. We specialize in providing Customized Plan Design and High-Level Service for small to mid-sized Employer Sponsored Retirement Plans. We have offices in New York and South Florida. This position can be Remote or Hybrid. We're seeking a Defined Contribution Administrator to provide "A to Z"/"Soup to Nuts" Administration.
Primary Responsibilities: - Review/Scrub Census Data. Determine/Confirm Eligibility. - Contribution Calculations: Experience w/Cross-Testing (New Comparability) Preferred - Compliance Testing, Including Coverage and Nondiscrimination (i.e., 401(a)(4) and ADP/ACP Testing). - Reconciliation of Plan Assets. - Preparation of Form 5500 and Related Schedules. - Preparation of Valuation, including Benefit Statements, etc.
- Regular Communication w/Clients, Accountants and Financial Advisors. Minimum Requirements: - Two Years of "A to Z"/"Soup to Nuts" Administration Experience. - Bachelor's Degree. (Math, Actuarial Science, Accounting or Finance Preferred.) - Strong Attention to Detail. - Communicate Well w/Clients, Accountants and Financial Advisors. - Thrive in a Team Environment and be a Positive Team Player.
- ASC Experience Strongly Preferred. - Proficient in MS Excel. - ASPPA or NIPA Designation a plus! If you're a detailed-oriented person with excellent organizational, communication, time management, and problem-solving skills who is searching for a long-term career position, come join our team! Send inquiries to: Todd Heller ([email protected])