Subscribe (Free) to
Daily or Weekly Newsletters
Post a Job

Featured Jobs

Defined Benefit Plan Consultant

Sentinel Benefits & Financial Group
(Remote / Wakefield MA / Melville NY / Bingham Farms MI)

Sentinel Benefits & Financial Group logo

Compliance Analyst - 401(k) Administration

Ubiquity Retirement + Savings
(Remote / San Francisco CA)

Ubiquity Retirement + Savings logo

Senior Defined Contribution Account Manager

Nova 401(k) Associates
(Remote)

Nova 401(k) Associates logo

DC Administrator

United Benefit Pensions Inc.
(Remote / Melville NY)

United Benefit Pensions Inc. logo

Enrolled Actuary

Loren D. Stark Company
(Remote)

Loren D. Stark Company logo

Retirement Plan Administrator

Nicholas Pension Consultants
(Remote / Rancho Cordova CA / Corona CA)

Nicholas Pension Consultants logo

Plan Administrator

Aimpoint Pension
(Remote / Pompano Beach FL)

Aimpoint Pension logo

Site Manager / Senior Administrator

Nicholas Pension Consultants
(Remote / AZ / ID / NM / NV / UT)

Nicholas Pension Consultants logo

Chief Pension Actuary

Loren D. Stark Company
(Remote)

Loren D. Stark Company logo

Retirement Plan Administrator

Hessel & Associates, LLC
(Remote / IL)

Hessel & Associates, LLC logo

Junior Implementation Specialist - 401(k) Administration

Ubiquity Retirement + Savings
(Remote / San Francisco CA)

Ubiquity Retirement + Savings logo

Manager - Defined Contribution Plans

M2B Retirement Consulting LLC
(Remote / Wexford PA)

M2B Retirement Consulting LLC logo

Compliance Specialist II

EPIC RPS
(Remote)

EPIC RPS logo

Pension Administrator

MGKS
(Remote / Phoenix AZ)

MGKS logo

Distribution \ Loan Clerk

Retirement, LLC
(Remote / Oklahoma City OK)

Retirement, LLC logo

Benefits Supervisor

NFL Player Benefit Office
(Baltimore MD)

NFL Player Benefit Office logo

401(k) Retirement Plan Administrator

Midwest TPA with Remote Workforce
(Remote / Beachwood OH)

View More Employee Benefits Jobs

Free Newsletters

“BenefitsLink continues to be the most valuable resource we have at the firm.”

-- An attorney subscriber

Mobile App image LinkedIn icon
Twitter icon
Facebook icon

View All Jobs, Sorted by Date


Relationship Manager

Compass Retirement Consulting Group, Inc.

in Remote / Stratham NH

Logo for Compass Retirement Consulting Group, Inc.

Who We Are and What We Do

Compass is a third-party administrator (TPA) that provides client companies with retirement plan design, administration, actuarial services, and ongoing consulting services to ensure our clients’ plans are in compliance with DOL, ERISA, IRS, and other regulations. Our headquarters are in Stratham, NH, but our clients are nationwide in various industries and sizes. We are passionate about the use of technology and are always looking for more streamlined ways to perform tasks.

What You Will Do

The Relationship Manager position is a client-facing position with an assigned book of business. You will work with internal and external customers including financial advisors, CPAs, clients, and others.

Specific tasks include:

  • Communicate directly with clients to ensure annual census and other required plan information is received.
  • Download necessary information on plan assets for assigned clients from vendor websites.
  • Provide data to the administration team so they can perform annual testing (ADP/ACP, 402(g), Top Heavy determination, 410(b), etc.) accurately and timely.
  • Correct plan errors and late deferrals as needed.
  • Communicate failed test results to the client in a clear and concise manner to ensure the client understands the results. Complete excess forms for client and follow-up with client and vendors as necessary to ensure the corrections were made.
  • Explain employer contribution calculations and true-up contributions accurately and timely.
  • Ensure required projections, tests, and calculations are completed and presented to the client as needed.
  • Ensure required government forms (Form 5500, 5330, 5558, etc.) are filed accurately and timely as required.
  • Create plan termination package and follow-up through required steps including testing, distributions, and filing find Form 5500 as required.
  • Identify 70.5 and force out distributions for balances under $5,000.
  • Work directly with large plan auditors and/or DOL/IRS auditors as requested.
  • Other tasks as requested.

What We Offer

A competitive benefits package with a generous employer contribution towards premiums for Medical, Dental, and LTD as well as group pricing on Vision, STD, Life and other insurance plans. We believe in family first here and encourage employees to take time to rest, play, and recharge so we offer ample PTO time and holiday schedule. We support and encourage employees’ goals to further their education and pay for courses and testing materials for both NIPA and ASPPA. Our retirement plan offers both pre-tax and Roth contributions and a 3% QACA employer contribution.

What We Are Looking For

We are looking for talented Retirement Plan Administrators, Consultants, and Relationship Managers with 5-7 years of experience who will serve as the main daily contact for clients and be expected to help gather data, answer questions, explain testing and calculation results and conduct annual plan or fiduciary reviews. This will require effective verbal and written communication skills and someone who enjoys client interaction, not solely running calculations and testing behind the scenes. We need someone who can rely on their technical plan knowledge to effectively manage the ongoing client relationship.

Job can be fully remote or located in our new Stratham, NH office or hybrid.  

How to Apply

Apply Now


View All Jobs, Sorted by Date


Manage This Listing (employer only)

© 2022 BenefitsLink.com, Inc.