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Relationship Manager - Admin Only

MVP Plan Administrators, Inc.

(Remote)

Immediate Opening

Company Overview: At MVP, we’re committed to providing exceptional retirement plan services that empower both our clients and their participants. As a small firm, we pride ourselves on offering incredible benefits, a positive work culture, and a supportive environment. We are currently seeking a Relationship Manager - Admin Only to join our team. This remote position offers a comprehensive benefits package, including paid employee health insurance, along with other perks that foster a healthy work-life balance.

About the Role: We are looking for a dedicated and highly organized Relationship Manager to manage a variety of responsibilities in our 401(k) plan administration team. This role requires an individual who is detail-oriented, client-focused, and capable of balancing multiple tasks efficiently. As the Relationship Manager, you’ll work directly with employers, plan participants, and advisors to provide top-tier service and ensure the smooth operation of retirement plans. Your primary responsibilities will include client communication, plan valuations, compliance, troubleshooting, accounting, and preparing Form 5500s, among other critical tasks.

Key Responsibilities:

• Communicate directly with employers, plan participants, and advisors to maintain a high level of customer service and ensure timely receipt of plan information (valuations, compliance, etc.).
• Analyze and review census data to determine eligibility, vesting, HCE/key employee status, and more.
• Troubleshoot and resolve discrepancies, research client and advisor inquiries.
• Perform trust accounting for plans with multiple brokerage accounts and reconcile year-end accounting across various recordkeeper platforms.
• Handle payroll uploads to various recordkeepers and perform compliance/discrimination testing.
• Calculate contributions, including employer match, pro-rata/integrated/new comparability profit sharing.
• Prepare Form 5500s and related schedules, ensuring timely and accurate filings.
• Compile annual audit packages, including reconciling Plan Assets and preparing financial reports.
• Lead and oversee various projects within the team, utilizing discretion to prioritize tasks, allocating resources, and adjusting timelines to ensure successful project completion.
• Handle sensitive and confidential information with a high degree of discretion and professionalism.
• Review plan design and consult with clients on recommendations for changes that significantly impact plan administration.
• Promote a positive, proactive attitude within MVP and in interactions with plan sponsors, participants, and advisors.
• Adhere to company service standards and fulfill tasks as requested by firm management.

Qualifications:

• Positive attitude with client-centric focus and dedication to superior service.
• Advanced proficiency with Microsoft Excel and proficiency in Microsoft Office applications (Outlook, Word), Adobe, and QuickBooks.
• Experience with various recordkeepers such as John Hancock, American Funds, Ascensus, Empower, Voya, TransAmerica, etc.
• Ability to perform and understand trust accounting, including TPA plans and brokerage statements.
• Strong understanding of basic accounting principles, math formulas, balancing/reconciliations, and daily trades.
• Excellent interpersonal skills and professionalism when handling sensitive and confidential information.
• Strong organizational, problem-solving, and multitasking abilities; ability to prioritize tasks efficiently.
• Exceptional verbal and written communication skills for effective interaction with plan sponsors, participants, and financial advisors.
• Ability to work independently, be self-motivated, and collaborate effectively as part of a team.
• Bachelor’s degree in Accounting, Finance, Math, or a related field preferred.
• Minimum 2+ years of experience in 401(k) plan administration.
• QKA/QPA designation(s) or equivalent highly preferred.

Why MVP?

• Remote position for a flexible work-life balance.
• Incredible benefits package including paid employee health insurance.
• Professional growth opportunities and a collaborative, supportive team environment.
• Competitive salary and performance-based incentives.
• Collaborative and supportive team environment.

If you are a dedicated professional with a passion for delivering high-quality client service and have experience in 401(k) plan administration, we want to hear from you! Apply today to join MVP and become part of a company that values both its employees and clients.

MVP is an equal opportunity employer.

How to Apply

Please submit your resume and cover letter detailing your qualifications and experience to mvp@mvp401k.com or on our website (use the button below). We look forward to reviewing your application!

Apply Now

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