Are you looking for your next challenge? Do you excel at solving your clients’ Multiple-Employer Plan and 401(k) problems? Are you excellent at communicating verbally and via email? Do you want the flexibility and convenience of working from home?
Are you tired of working many hours overtime?
Administrative Fiduciary Services is looking for individuals with more than 5 years of 401(k)/MEP administration experience to fill a Multiple-Employer Plan (MEP) Relationship Manager
position. If you are located near our physical office in Houston, the position will allow you to work partly from home and partly from our office. If you are not near our physical office, we will provide you with a home office setup including computer
and phone so that you can serve your clients from home.
AFS is a vibrant and growing national 3(16) provider. We have nation-wide presence, allowing us to grow in excess of 20% per year and providing advancement opportunities for our
Maintain client and advisor relationships with a high active client retention rate
Maintain a caseload of about 130-160 MEP adopting employers
prioritize workload towards weekly goals in a results oriented team environment
Perform work according to AFS policies and procedures
Proactively communicate with MEP clients and investment advisors about new industry
Work with other departments, recordkeepers and advisors to ensure a great client experience
Consult with clients regarding plan operation and design
Identify and assist in resolving issues related to plan
Review annual non-discrimination testing
Review and electronically file the Form 5500 and other government forms
Monitor notice deadlines and ensure notices are distributed
More than 5 years of 401(k) plan administration experience
Minimum of 3 years of working with multiple MEPs including PEOs, open MEPs and association
Experience with moving client organizations in and out of MEPs
Familiarity with MEP service models and providers
Excellent knowledge of MEPs and PEOs including recent guidance and pending legislation
knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing