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Manager, Defined Contribution Administration

Definiti

in Telecommute / The Woodlands TX / University Place WA / Dallas TX / Erie PA / Canonsburg PA / West Palm Beach FL

Logo for Definiti

Definiti is a premier provider of customizable, unbundled solutions across the full spectrum of retirement plan design, implementation, administration and actuarial services.

Purpose of position

The Manager of Defined Contribution Administration is a role designed for a motivated, detail-oriented retirement plan professional with strong leadership skills.  The Manager will oversee a team of retirement plan administrators and be responsible for managing workflow and ensure deadlines, service, and compliance expectations are met.  

Primary Duties and Responsibilities

  • Manage a team of 10-14 retirement plan administrators
  • Motivate, lead, and support team members to provide excellent customer service while meeting internal and regulatory deadlines 
  • Interface with other DC Administration Managers on a regular basis to coordinate continuous and holistic process improvement 
  • Clearly document processes and update as needed
  • Resolve and provide solutions for internal questions and issues that arise within team
  • Communicate with clients, financial advisors, CPAs, and other professionals on escalated service or compliance related items regarding your team  
  • Develop alternatives that will improve efficiency, make recommendations for changes, and assist in implementing changes to the DC administration team
  • Train and mentor staff members.  Be a subject matter expert in compliance testing and industry knowledge
  • Monitor team productivity 
  • Assist team with ASC software related questions surrounding plan administration
  • Point of contact for a small block of key client relationships on the team
  • Lead special projects and initiatives as needed
  • Perform annual performance reviews and set personal goals for team members to achieve

Competencies Required

  • Excellent knowledge of ADP/ACP, 415, 410(b), Top Heavy and 401(a)(4) non-discrimination testing
  • Ability to manage staff located in multiple offices and remote locations
  • Coach, motivate, and mentor employees to achieve company goals in a results-oriented team environment
  • Key contributor to the improvement of the company’s operations processes and procedures
  • Must be detailed and possess strong organizational skills
  • Time management focused adhering to deadlines and timelines
  • Ability to analyze a situation and provide solutions
  • High proficiency with Microsoft Office applications
  • Demonstrated excellence in written and verbal communication
  • Conveys a professional and positive attitude while leading a team in a fast-paced environment

Education and Qualifications

  • 5 or more years of supervisory or management experience in the retirement plan industry
  • Experienced with ASC software
  • Broad knowledge of the retirement plan industry, exemplified by one or more ASPPA QKA and/or ERPA designation or NIPA equivalent

Travel Requirements

  • Travel requirements are minimal, limited to a few times a year  

Definiti offers a business casual environment, a flex-time working schedule, competitive salary and a generous benefits package. We also understand the importance and place a strong emphasis on career development and continuing education.  

How to Apply

Apply Now


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