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Retirement Plan Administrator – Manager

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Dermody, Burke & Brown, CPAs, LLC

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Location:
United States , Syracuse

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Category:
IT - Administration

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Contract Type:
Employment contract

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Salary:

70000.00 USD / Year
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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.

Job Responsibility:

  • 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

Requirements:

  • 8+ years of retirement plan administration experience
  • Have broad knowledge of the retirement plan industry and proposed regulatory changes
  • 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

Nice to have:

Relius Administration software experience

Additional Information:

Job Posted:
May 14, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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