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401k Account Manager

LT Trust

in Denver, CO

About LT Trust Company

LT Trust Company is a privately held, rapidly growing 401(k) recordkeeping and administration firm headquartered in Denver, Colorado. We offer a true open architecture 401(k) platform that gives advisors and plan sponsors the ability to choose the best of breed investments from any fund family with very competitive fees.  In response to an influx of new business, LT Trust is looking to expand our team by hiring talented individuals that can provide excellent service to our clients.

Benefits

  • Market competitive salary
  • Eight paid holidays and 25 PTO days annually
  • Comprehensive medical and dental insurance plans
  • 401(k) plan with 3% Non-Elective Safe Harbor Contribution
  • Business casual dress
  • Convenient downtown office location accessible by company provided RTD Eco Pass (Busses and Light Rail)
  • A fun, hard-working atmosphere
  • Opportunities for career advancement

Responsibilities

  • Build strong relationships with clients and advisors through proactive communication as a member of our Account Service Team.
  • Responsible for the overall client relationship experience, including building and maintaining a strong relationship with plan sponsors, advisors, and TPAs
  • Analyze, troubleshoot, and problem solve recordkeeping issues
  • Respond to clients by reviewing and responding to incoming e-mail volume and phone calls
  • Provide training to Advisors, Plan Sponsors, and TPAs to communicate procedures relating to payroll submission, fund changes, loan and distribution processing, compliance testing, etc.
  • Advise Plan Sponsors on mandatory and discretionary plan document amendments
  • Quality assurance review of participant statements, client invoices, fee disclosure notices, and compliance tests
  • Manage plan design and fund changes for existing plans, including preparation of sample participant communication
  • Provide assistance and website training to Advisors, Plan Sponsors, and TPAs
  • Conduct webinar enrollment presentations

Qualifications Required

  • Bachelor's degree or an equivalent combination of education and 4 years relevant experience
  • Minimum of 2 years of 401(k) /defined contribution plan recordkeeping experience
  • Demonstrated experience handling relationships with participants, advisors, Plan Sponsors, or TPAs.
  • Knowledge of ERISA Regulations and the applicable Internal Revenue Code is required
  • SunGard Relius Administration experience preferred
  • Compliance testing and contribution calculation experience preferred
  • Advanced knowledge of Microsoft Excel and Outlook and basic knowledge of Power Point is required
  • Must have strong written and verbal communication skills
  • Capable to relate the customer needs to other team members and leadership

How to Apply

Please send resumes to Burke.Johnson@ltretire.com


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