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Retirement Plan Relationship Manager

The Finway Group

(Remote)

The Description: The Finway Group is a Third-Party Administration (TPA) firm specializing in 401(k) plan administration, compliance, and consulting for retirement plans. Due to significant company growth, we are seeking a team member that has experience and knowledge in the 401(k) industry with a drive to leave corporate America and be a part of our family atmosphere.

The Experience: Are you familiar with 3(16) plan administration services? If so, The Finway Group may be a perfect fit for you!

The Why:

• 100% of premiums covered for employee health, dental, life, short term disability, and $1,200 HSA contribution per year
• 3% company contribution to 401(k) and Cash Balance plan
• 15 days PTO with 2 floating holidays and 6 paid holidays
• Remote location can be offered if not in the Des Moines area

We take great pride in our work and do what makes sense, not something that is corporate.  We value hard work, do not micro manage and grow our employees as the company grows.  Please visit our website for more information:  finwaygroup.com

The Responsibilities:             

• Serve as main point of contact for plan sponsors, employees, and advisors
• Provide reporting/tracking to clients for eligibility and deferral changes
• Preparation of annual notices for mailing
• Coordinate with Plan Consultants on plan corrections

The Qualifications: 

• Minimum 3 years’ experience in relationship management in the retirement plan industry
• Experience with ft william 
• Experience with PensionPro preferred
• Exceptional customer service skills, both verbal and written
• Experience with PEPs a plus         
• Strong attention to detail and accuracy

How to Apply

Please email your resume and compensation requirements to keith@finwaygroup.com

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