Defined Benefit Plan Administrator Position Available In Miami-Dade, Florida

Tallo's Job Summary: Heller Pension Associates, Inc. is seeking an experienced Defined Benefit/Cash Balance/Combo Plan Administrator to join their team. The role involves hands-on administration of DB/CB Plans, preparation of AFTAPs and Schedule SBs, and managing plans from start to finish. Qualifications include a Bachelor's degree and experience with ASC Compliance Software. Join their stable and supportive environment for growth and success.

Company:
Heller Pension Associates
Salary:
JobFull-timeOnsite

Job Description

Defined Benefit Plan Administrator
Heller Pension Associates, Inc. (Remote / Hyde Park NY / Miami FL / Hybrid) Experienced DB/CB/Combo Plan Administrator•Join Our Established TPA Firm We are a 50-Year Old Third Party Administration firm seeking an experienced Defined Benefit/Cash Balance/Combo Plan Administrator to join our team.

Required Experience:

Hands-on administration of DB/CB Plans•must be comfortable performing calculations and testing independently, not just relying on an actuary.
Preparation of AFTAPs and Schedule SBs.
Strong understanding of Section 415 Limitations.
Ability to manage plans from start to finish (A to Z), including client communications, and collaboration with CPAs and financial advisors.

Qualifications:

Bachelor’s degree required•concentration in Math, Actuarial Science, Accounting, or Finance strongly preferred.
ASPPA or EA Designation (or active pursuit of such) preferred.
Experience with ASC Compliance Software is a plus. Our firm is proud to have a dedicated team•most of our administrators have been with us for over 25 years! If you’re looking for a stable, supportive environment where you can grow and thrive, we’d love to hear from you… Come join our team!

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