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Retirement Plan Manager

American Trust Retirement

in Remote

Job Summary:

As a Retirement Plan Manager, you will build strong working relationships with clients and advisors and utilize your experience in the 401(k) industry to ensure plan, and regulatory compliance.

Responsibilities:

• Build strong relationships with clients and advisors through proactive communication.
• 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 plan administration and recordkeeping issues
• Provide training to Advisors, and Plan Sponsors, 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.
• Understand non-discrimination testing under sections 401(k), 401(m) and 401(a)(4) of Internal Revenue Code.
• Communicate to clients the calculation of annual contributions including Safe Harbor, Safe Harbor Match, and Profit Sharing.
• Assist with the preparation of Form 5500 and related schedules for filing with the Department of Labor and Internal Revenue Service.
• Support operations with Plan recordkeeping
• Provide assistance and website training to Advisors, Plan Sponsors, and TPAs.

Qualifications: 

• Bachelor's degree or an equivalent combination of education and 5 years relevant experience.
• Professional certification preferred: ASPPA (QKA, QPA), CEBS or NIPA (APA) (APR).
• Familiarity with various plan designs (traditional 401(k), safe harbor, automatic contribution arrangements, new comparability, etc.)
• Demonstrated experience handling relationships with participants, advisors, Plan Sponsors, or TPAs.
• Knowledge of ERISA Regulations and the applicable Internal Revenue Code required.
• Compliance testing and contribution calculation experience required.
• Advanced knowledge of Microsoft Excel and Outlook and basic knowledge of Power Point is required.
• SunGard Relius Administration experience preferred.
• Must have strong written and verbal communication skills
• Capable to relate to customer needs and to other team members and leadership.
• Must have the ability to process detailed work within assigned timeframes and without errors.

Salary: $53,000 - $75,000 

Who We Are:
EdgeCo Holdings' is made up of several affiliated companies including AmericanTCS and NewEdge Capital Group that have been providing a suite of technology and support services to financial intermediaries and their clients, including full-service retirement plan administration, wealth management, brokerage, advisory, and trust and custody solutions for over four decades.

AmericanTCS was built by a dedication to innovation, integrity, and desire to help people achieve a successful financial outcome. AmericanTCS is comprised of several subsidiary companies including American Trust Custody, American Trust Retirement, American Trust Wealth, Pension Pro and Hub+, together they provide industry-leading financial services to the American workforce with the mission to create financial security for all Americans. Currently, AmericanTCS has over $120 billion assets and supports over 300K retirement plans.



What We Offer:
Compensation will be comprised of a base salary and opportunity to qualify for a quarterly performance-based bonus program. EdgeCo Holdings benefit package includes health, dental, vision, short-term disability, long-term disability, life insurance, PTO and 401(k) match (after applicable waiting periods).

How to Apply

To apply, please click the "Apply Now" link below or email your resume directly to cbell@edgecoholdings.com

Apply Now

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