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Relationship Manager

Benefit Plans Plus, LLC

in Remote / Saint Louis MO / Hybrid

Job description
Provide annual plan administration services and technical compliance support to employers who sponsor qualified retirement plans, within performance standards and service objectives.  Including in-depth understanding of the complexities of all facets of administering qualified retirement plans.  This position is remote/hybrid.  

The headquarters is in St. Louis, Missouri and we have employees who work remotely from Arizona, Illinois, Indiana, Kansas, Kentucky, Ohio, Tennessee, and Texas.

Experience/Skills

• 10+ years’ experience in annual administration of qualified retirement plans 
• Handle caseload of various types of qualified retirement plans
• Interpret complex plan documents and code provisions
• Hands on non-discrimination compliance testing
• Government form preparation and filing experience
• Strong working knowledge of accounting and investment principles
• Reconciliation of plan investments
• Calculate contributions for corporate and self-employed business entities
• Manage and administer Employee Benefit Audit Level clients
• Build effective and productive relationships with clients and key advisors
• Maintain on-going client relationships
• Receptive to feedback

Responsibilities

• Assist in the installation of new business as needed
• Identify and act on cross-selling opportunities
• Assist in the delivery of client consulting engagements
• Manage time budget at a high level
• Continued education through seminars, training, industry certifications

Desired Experience and Skills

• Analytical and technical, organized, and methodical
• Able to research, problem solve and use critical thinking skills
• Leadership, soft-skills and in-charge training
• Ability to work in a team environment, under pressure, meet deadlines, handle large volume of diverse work
• Proficiency with Microsoft Suite

Preferred Systems and Education

• Working knowledge of Datair Record Keeping System
• Working knowledge of FT Williams
• Working knowledge of PensionPro
• Plan design knowledge
• Bachelor's degree in Business or Financial discipline or equivalent experience
• Industry certification(s) recognized by NIPA and ASPPA

The well-being of Benefit Plans Plus employees is essential. We offer the following benefits to all full-time employees:

• Health and Wellbeing: Medical, Dental, and Vision Care, Employee Assistance Program
• Financial Benefits: Competitive pay, 401k Plan, Life and Disability Insurance, Tuition Reimbursement
• Paid Time Off: PTO & Holidays, Parental Leave, Bereavement, Self-Care Fridays from June through December.

How to Apply

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