Retirement Plan Third Party Administrator

The Feingold Companies, a financial service company located in Worcester, MA has an opening for a Defined Benefit Plan Third Party Administrator.  The position will primarily be responsible for administering defined benefit and defined contribution plans including cash balance plans.

Duties Include

• Perform benefit calculations for small defined benefit plans and defined contribution plans


• Communicate with clients on data collection and plan administration


• Conduct compliance, non-discrimination and cross testing


• Reconcile trust assets


• Interact with plan actuary


• Prepare plan actuarial reports and participant statements


• Create annual reports for plan sponsor


• Prepare and file government forms such as Form 5500


• Process payouts for plan participants

 Qualified Candidates Will Have

• Knowledge of Defined Benefit retirement plans


• Excellent organizational skills


• Proficiency with Excel and Word


• Ability to handle multiple tasks, set priorities, and work under a deadline


• Motivation to maintain current knowledge base of regulations affecting retirement plans


• Desire to broaden knowledge of both Defined Benefit and Defined Contribution plan rules


• Good math skills

The Feingold Companies provide excellent benefits and as an employee you would become eligible for the Employee Stock Ownership Plan.

Salary commensurate with experience