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Account Manager


in Telecommute


Job Summary:       Maintain client/advisor relationship; performs compliance testing; contribution calculations; Form 5500 reporting 


  • Main point of client and advisor contact providing a high level of service to clients and advisors
  • Ensures all clients are receiving feedback and resolution to their inquiries on a daily basis
  • Interpret plan documents
  • Thorough knowledge of ERISA, IRS & DOL regulations regarding qualified plans
  • Analyzes census to determine eligibility
  • Calculate employer contributions based on the plan’s provisions and confirms with client amount of annual funding
  • Preparation of annual non-discrimination tests (ADP/ACP; 415; 402(g), 416, 410(b)) and ability to discuss testing results with client
  • Prepare Government Forms:  5500 and Related Schedules, 5558, 5330, 8955 and works with plan’s auditor and ability to discuss Forms with the client.
  • Works with plan’s Form 5500 auditor
  • Posts year-end client deliverables to Pension Pro
  • Reconciliation of trust assets
  • Review and approve participant requested loans and distribution requests
  • Identifies and completes RMD distributions
  • Advises clients on new plan design options and completes plan studies when needed
  • Works with assigned Administrator to ensure deadlines are met timely
  • Responsible for entering amendment requests in Pension Pro; updating Relius specs, platform specs, obtaining signatures and follow-ups with clients.
  • Requesting record-keeper enrollment forms and updating plan specs during amendment process.
  • Attends client and advisor calls/meetings upon request with approval from assigned Manager.
  • Annual year-end clean-up to include follow-up on forfeiture re-allocations, source transfers determined during the compliance review
  • Work with clients to terminate their plan
  • 3(16) Responsibilities
    • Works with 3(16) Project Manager to ensure eligibility is determined correctly for each entry date
    • Works with assigned Manager to create and deliver APRs annually
    • Point of contact for client questions on his case load
    • Amendment Requests – Update Platform and 3(16) Tracking and Signature Follow-up with Clients
    • Enrollment Kit Plan Specs changes during amendment process
    • Amendment Mailing PensionPro Initiation
    • Creates Amendment Project in PensionPro
    • AdHOC Billing Entries for Special 3(16) requests
    • Amendments – Update Relius Specs
    • Audit point of contact and handles all audit requests


  • 3-5 Years of Defined Contribution retirement compliance and service experience
  • Ability to maintain caseload of 80 – 120 defined contribution plans, including 401(k) and 403(b)
  • Experience with Multiple Employer Plans (MEPs) preferred
  • Excellent Client Relationship skills
  • Excellent communication and organizational skills
  • Problem solving ability
  • Ability to work in fast paced team environment
  • Working knowledge of Microsoft office (excel, word, outlook)
  • Working knowledge of Sungard Relius compliance software & FT Williams Government forms a plus
  • ASPPA designations a plus or be willing to obtain designations
  • Ability to ensure timely and accurate completion of all assigned client’s compliance testing, valuation reporting and tax filings.
  • 3(16) Fiduciary Services knowledge a plus
  • If remote employee, must have previous experience working from home

How to Apply

Please submit your resume with salary requirements to:

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