Jobs at Swerdlin & Company
News & Updates
Changes are coming that expand the availability of FMLA-covered leave.
National actuarial and employee benefits firm Swerdlin & Company promotes Lee Swerdlin to President and COO.
Our final newsletter of 2011 is online, waiting for you!
Swerdlin sponsored a Ride for Life fundraiser on October 1st. Here are some photos from the event!
We're back with another newsletter!
We are currently looking for applications for the following positions. We'd love to hear from you!
ESOP Administrator
We are looking for a candidate for our defined contribution team. The perfect candidate would be a highly motivated individual, with exceptional work ethic and a strong knowledge in ESOP and 401(k) plan administration. The successful candidate will have the ability to meet goals, deadlines while working in a fast paced environment.
Responsibilities include the following:
- Responsible for the overall client engagement start to finish.
- A clear understanding of technical issues, and the ability to clearly demonstrate both orally and in writing.
- The ability to communicate with Advisors, CPA's, Attorney's as it pertains to the plan is a must.
- Annual expectations for specific work duties include: annual/quarterly valuations, compliance testing, financial and government (Form 5500) reporting, plan audit support and plan document services.
- Knowledge of legislative regulations of defined contribution plans including, but not limited to, 401(k) and ESOP/KSOPs.
- Interacts with team members and colleagues at all levels.
- Documents all procedures and processes.
- Ensures proper review, sign-off, and quality control of all compliance testing and peer review.
- MUST Maintain work schedule and monitor work to ensure that deadlines are being met while handling multiple tasks.
- Review of distributions and loans, testing, Form 5500 and plan documents.
- Must be a team player AND able to work independently; the ability to perform quality work in a fast-paced environment and meet supported deadlines.
Qualified candidates will possess the following:
- At least three to five years of experience in ESOP administration.
- Organization and communication skills are a must.
- Flexibility to work extended hours, during peak activity months.
- Government filings such as Form 5500, VCP and DFVCP requests.
- Compliance tests including: IRC 401(a) general nondiscrimination, ADP/ACP, 410(b) coverage, 416 top heavy tests an 409(p) tests.
- Strong computer skills, including Microsoft Office (Excel, Outlook and Word)
- Experience with Relius (Administration and Government Forms) preferred.
Email your resume to resumes@swerdlin.net
You must include the following:
- work experience
- 3 direct business references
- salary history
- availability time-line