Retirement Plan Administrator – Associate

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 an associate with retirement plan experience. The ideal candidate will have experience in plan administration, including:

• Ensure compliance with ERISA, DOL and IRS requirements.
• Assist with Plan Administration, including all compliance and nondiscrimination testing.
• Prepare IRS Forms (5500 series, 1099R, and other applicable forms).
• Reconciliation of deposits, assets, and other activity within accounts.
• Prepare trust accountings.
• Handle client requests in a timely and professional manner.

Qualifications 

• 2+ years of retirement plan administration experience
• Have 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 $58,500 based on experience

Laurina Kreis

Dermody, Burke & Brown, CPAs, LLC

443 North Franklin Street, Suite 100

Syracuse, NY 13204

Email: Lek@dbbllc.com