Retirement Plan Administrator –Manager

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