Overview 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 defined 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: [email protected] #J-18808-Ljbffr Byrne Dairy
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