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Relationship Manager

ERISA Services Inc.

(Remote / Knoxville TN)

We are always looking to add new Talent to our Team. If you are looking for the last place you will ever want to work, then look no further. ERISA Services was voted Top Places to work in 2020, 2021, 2022, 2023 and 2024 by our Team of dedicated retirement plan professionals. At ERISA we like to say we are a Family. We truly care about each other and that is what makes our culture so special. Our Culture is one that promotes honesty, integrity and dedication to our clients, business partners and each other. We are always looking for hardworking individuals who are ready to roll up their sleeves and put in a good honest days work.

We are currently seeking a Retirement Plan Relationship Manager to join our Team.

This position actively manages all aspects of the client experience and is responsible for the client's satisfaction on an assigned caseload ranging from 120 to 160 clients. As the primary contact, the Relationship Manager acts as liaison with various internal teams and external partners to provide Accurate information, Prompt, Personal and Professional administration to assist our clients in accomplishing their retirement plan goals. This position is the main contact for our clients and has the primary responsibilities outlined below. This position is not a management or supervisory position. This position is a telecommute position. If you are located in the Eastern or Central time zones and you are a team player, enjoy multi-tasking and have the skill sets described below, we look forward to talking with you about our opportunity!

Position summary:

This position actively manages all aspects of the client experience and is responsible for the client’s satisfaction on an assigned caseload ranging from 120 to 160 clients.  As the primary contact, the Relationship Manager acts as liaison with various internal teams and external partners to provide Accurate information, Prompt, Personal and Professional administration to assist our clients in accomplishing their retirement plan goals.

General purpose:

Deliver Third Party Administrative services to retirement plan sponsors in compliance with IRS and DOL regulations.

Role qualifications:

• QKA Professional designation required or obtainable.
• 5+ years plan administration experience.
• Working knowledge of IRS and DOL regulations.
• Proficient MS Office skills and computer skills.
• Proficient knowledge of FT Williams plan administration software.
• Knowledge of all types of retirement plans.
• Willingness to travel as necessary.
• Must attend conferences, seminars and webinars to further education.

Position responsibilities:

• Day to day communications via phone, email, etc. with clients, brokers, CPA’S and others involved with plans.
• Maintain the retirement plan within compliance of all IRS and DOL regulations.
• Ensure 5500’s and extensions are filed timely.
• Gather information and send out annual valuation reports.
• Deliver Form 5500 and related Schedules.
• Deliver Form 8955-SSA.
• Assist Clients with form 5500 electronically filling.
• Plan Administration tracking.
• Send invoice requests for annual, year-end true-up and special services.
• Send out yearend packages/census requests and follow up on them.
• Review information received for completeness.
• Request plan amendments.
• Review plan amendments with Clients.
• Involved with Required Plan Amendments, Document Restatements and Discretionary Plan Amendments.
• Involved with preparation of required Notices (includes QDIA, Safe Harbor, Automatic Enrollment, Fee Disclosure).
• Provide assistance to Facilitator on problem loans and distributions.
• Special Projects – as a Team responsible for researching, developing client communication and setting procedures for Facilitator involvement.
• Act as a role model for other Team Members.

Essential skills and experience:

• Ability to live and demonstrate the ERISA Ways of Working (values).
• Strong interpersonal and communication skills: verbal, listening and written.
• Strong organizational skills, both electronically and paper.
• Strong leadership abilities.
• Exhibit initiative and be proactive when necessary.
• Display discreetness, awareness and confidentiality of work.
• Strong multi-tasking capabilities, flexibility, and adaptability.
• Ability to work independently and in a team environment.
• Strong presentation skills.

Valued but not required skills and experience:

• Bachelor’s degree

How to Apply

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