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Manager, Defined Contribution Plans

M2B Retirement Consulting LLC

in Remote / PA

M2B Retirement Consulting, located just north of Pittsburgh, PA, provides full-service retirement plan design, consulting, and administration to businesses of all sizes.  Our administrative and compliance services include both defined contribution as well as defined benefit plans.  Additionally, we offer highly specialized ESOP services, a complete suite of 403(b) of services and value-added consulting, administration, and actuarial certification for traditional defined benefit plans, offset plans, and cash balance design.

M2B was formed in 2016 by the founding partners with more than 70 years of collective experience in the retirement plan industry.  The solid reputation built over the course of our careers is evident by the rapid growth of the company in the last seven years.  M2B is committed to providing the highest level of quality work and customer service to our clients and referral partners, and we’re looking to add an experienced manager to join our defined contributions team!

For a qualified candidate who is the right fit to join our team, we are offering an exceptional salary package with potential of a sign-on bonus!

Job Summary: 

M2B is looking for an experienced professional to co-manage our Defined Contributions team.  This full-time, salaried employee will work closely with the Senior Management Team to assist with implementing department policies and procedures, overseeing a team of DC administrators and their work product, training of new employees, and managing a smaller caseload of specialized plans directly.

Responsibilities:

• Manage a team of Retirement Administrators and productivity to meet applicable deadlines.
• Mentor and develop Junior Analysts on industry knowledge and administrative procedures.
• Motivate and lead team members to provide excellent customer service.
• Perform quality control over select book of clients - review of retirement plan administration, including contribution calculations, non-discrimination testing, annual valuations, and Form 5500’s.
• Provide feedback and solutions for various discrimination testing and compliance issues.
• Consult with clients on various issues and plan design recommendations.
• Maintain solid relationships with business owners and plan contacts, financial advisors, and other professionals.
• Understand and interpret defined contribution plan documents.
• Provide support to auditors for large plan audits.

Qualifications:

• Ten (10) plus years of experience in the retirement plan industry.
• Three to five years of supervisory/managerial industry experience preferred.
• ASPPA credentials strongly preferred (QPA, CPC, or ERPA).
• Solid knowledge of ERISA, IRS & DOL regulations.
• Knowledge of FTW compliance software required.
• Knowledge of PensionPro preferred.
• Excellent analytical and problem-solving skills.
• Strong communication skills, both written and verbal.
• Strong attention to detail and ability to manage multiple projects in a fast-paced environment.
• Proficient with Microsoft Office products.

Salary/Benefits:

1. Extremely competitive base salary, based on experience and qualifications;
2. Annual bonus potential, based on performance and profitability;
3. Four (4) weeks of PTO along with ten (10) paid holidays;
4. Health/dental/vision insurance;
5. Life insurance;
6. Company-sponsored retirement plan offering 401(k) salary deferral, safe harbor non-elective, and discretionary profit sharing contributions;
7. Educational support for ASPPA certifications and on-going CE;
8. Advancement and growth opportunities available for those showing pride in the services they provide and commitment to continued success of the company.

How to Apply

Qualified candidates should email their resume to Molly Balkey at mbalkey@m2b-retirement.com

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