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.

We are looking for a manager with defined contribution plan experience. The ideal candidate will have experience in plan administration, including:

• Design, review, and updates of retirement plan documents.
• Ability to accurately read, interpret and apply plan document provisions.
• 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.

• 8+ years of retirement plan administration experience
• Have broad knowledge of the retirement plan industry and proposed regulatory changes.
• Relevance Administration software experience preferred but not mandatory.
• Proficient in Office 365
• Must be detail oriented and possess strong organizational skills.
• Superior time management and ability to meet deadlines.