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Trust Accountant for 401(k)/Defined Contribution Plans

in New Port Richey, FL

R.J.L. Pension Services, Inc. is a third party administration firm which has been in business since 1989 and is located in Trinity, Florida. We have an immediate opening for a trust accountant. R.J.L. provides recordkeeping services to over 350 clients throughout the United States. We have a very friendly, team-oriented and business casual environment.



  • At least three to five years experience in trust accounting for retirement plans is preferred (more experience is a plus)

  • Good communication skills (written and verbal)

  • Experience with DATAIR

  • Basic accounting skills (intermediate to advanced accounting skills a plus)

  • Proficiency in Microsoft Excel, Word and Access

  • Ability to learn new programs quickly

  • Strong customer service and organizational skills

  • Detail oriented

  • Able to multi-task

  • Team player

  • Associate degrees in business, accounting, finance or math required (open for discussion in lieu of experience)

  • Views troubleshooting as a challenge and an opportunity


  • Trust accounting for retirement plans, mostly 401(k) participant-directed accounts but have some pooled trustee directed accounts as well

  • Preparation of IRS Forms 5500 with all related schedules, including Form 5500 SF, Form 5500 EZ, SAR, 5330, 1099-R and 1096

  • Preparation of financials, balance and change sheets and reconciliation spreadsheets

  • Conversion Allocations

  • Deposit error and source of money corrections, including corrective pay files

  • Late deposit and lost interest calculations

  • Refund calculations due to non-discrimination testing failure, excess deferrals, and excess aggregate contributions

  • Possible reviewing and processing distributions, loans and hardships

We are currently accepting applications from individuals who reside in Florida and are within a reasonable commuting distance from our office.


Qualified candidates may e-mail their resume and salary requirements to:

Attention Human Resources:
E-Mail: jobs@rjl-pensions.com

Fax 727-326-1758

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