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Retirement Plan Manager

SetAway, LLC

(Remote / Bedford NH / CT / MA / ME / VT)

Logo for SetAway, LLC

Do you yearn for a place where your ideas are heard and valued?  Do you want to work where you can truly make a difference? Look no further – we have the perfect opportunity for you!

Plan Manager Role:

We're looking for a friendly "pension nerd" to take the next step in their career. This role is perfect for someone who has done compliance testing for several years and is now looking to add consulting to their role. You will be responsible for managing client relationships along with overseeing, quality review, and communicating compliance testing.  

Key Responsibilities:

  • ERISA and Plan Design Expertise: Solid understanding of ERISA regulations and the ability to read and explain plan document provisions and communicate them to clients clearly and concisely.
  • Relationship Management. Friendly, confident, and effective in managing and nurturing client relationships, ensuring clear and effective communication.
  • Testing Expertise: Proficient in completing and explaining compliance testing, including new comparability allocations, Net Earned Income calculations, and correcting testing failures.

Requirements:

  • Extensive knowledge of ERISA regulations and retirement plan compliance.
  • Minimum of 3 plan year end compliance testing seasons
  • Excellent communication skills, with the ability to explain complex regulations and testing results to clients clearly.
  • Detail-oriented and analytical, with a passion for compliance testing and plan design.
  • Proactive approach to problem-solving and plan improvement.
  • Ability to manage multiple tasks and projects simultaneously.
  • Team player mentality, with a focus on collaboration and client satisfaction.
  • 5+ years of experience in the retirement industry preferred.
  • ASC experience ideal
  • ASPPA or NIPA credentials required or willing to obtain

Why Join Us?

At SetAway, we value and invest in our employees. We love our clients and are passionate about the Retirement Plan business. We are looking for individuals who want to be an integral part of our exceptional business as we continue to grow. Come join our TPA family and be part of something special! It’s all about the team!

How to Apply

Send your resume and salary requirements to info@setawayllc.com


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SetAway, LLC has trusted BenefitsLink to help reach qualified candidates for this opening.

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