What are the responsibilities and job description for the Retirement Plan Administrator –Manager position at Dermody, Burke & Brown, CPAs, LLC?
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
Salary : $70,000