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Retirement Plan Administrator -Manager
Dermody, Burke & Brown, CPAs, LLC
Syracuse, NY, USA
Posted on Jul 22, 2024
Retirement Plan Administrator –ManagerSyracuse, NY |
Dermody, Burke & Brown, CPAs, LLC (DB&B) is a CPA firm located in Central New York that specializes in Third-Party Administration.
Job Description
We are looking for a manager with define contribution plan experience. The ideal candidate will have experience in plan administration, including:
- Design, review, and updates of retirement plan document.
- Ability to accurately read, interpret and apply plan document provisions.
- Manage client plans.
- Ensure compliance with ERISA, DOL and IRS requirements.
- Plan Administration, including all compliance and nondiscrimination testing.
- Review employer contribution calculations using different methods.
- Review IRS Forms (5500 series, 1099R, and other applicable forms).
- Review of trust accounting.
- Excellent client services skills such as handling requests in a timely and professional manner.
Qualifications
- 8+ years of retirement plan administration experience
- Have broad knowledge of the retirement plan industry and proposed regulatory changes.
- Relius Administration software experience preferred but not mandatory.
- Proficient in Office 365
- Demonstrate excellent written and verbal communication.
- Must be detail oriented and possess strong organizational skills.
- Superior time management and ability to meet deadlines.
Dermody, Burke & Brown (DB&B) has been offering TPA services for over 30 years. We provide our clients with the expertise necessary to design, install, and administer retirement plans.
Salary – Starting at $70,000 based on experience
Laurina Kreis
Dermody, Burke & Brown, CPAs, LLC
443 North Franklin Street, Suite 100
Syracuse, NY 13204
Email: Lek@dbbllc.com