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Client Relationship Manager – 401(k) TPA Services
401kinabox
(Remote / Frederick MD)
Remote • 401(k) and Pension
401KInABox is a leading Third-Party Administrator (TPA) specializing in 401(k) and other qualified retirement plans. We partner with financial advisors, business owners, and plan sponsors to deliver expert plan design, compliance, and administration services. Our team is committed to providing responsive, high-quality support and building long-term client relationships.
Key Responsibilities Include:
- Serve as the main point of contact for an assigned book of 401(k) retirement plan clients.
- Build strong relationships with plan sponsors, financial advisors, and recordkeepers.
- Oversee plan operations including contributions, distributions, loans, and eligibility.
- Coordinate annual compliance testing, Form 5500 filings, and plan valuations.
- Review plan documents and assist with plan design changes or amendments.
- Ensure timely communication and delivery of required disclosures and deadlines.
- Address and resolve client inquiries regarding plan rules, compliance issues, or administration processes.
- Collaborate with internal teams to ensure client service standards are met.
- Stay current on ERISA regulations, IRS/DOL updates, and retirement plan trends.
Qualifications:
- 3+ years of experience in the 401(k) TPA, retirement plan administration, or financial services industry.
- Working knowledge of ERISA, IRS, and DOL regulations related to qualified plans.
- Strong communication skills, both written and verbal.
- Proven ability to manage client relationships and multiple priorities effectively.
- Proficiency with industry software (e.g., Relius, ASC, FTWilliam) a plus.
- QKA, QPA, or ASPPA certification preferred, or willingness to obtain.
- Bachelor’s degree in Accounting, Finance, Business, or related field preferred.
What We Offer:
- Competitive salary and performance-based incentives
- Flexible work environment (remote or hybrid options available)
- Professional development support and continuing education
- Health, dental, vision, and retirement plan benefits
- A collaborative and supportive team culture
Apply Now:
If you are passionate about delivering outstanding client service in the retirement plan industry and want to join a growing and respected firm, we’d love to hear from you. Please email: peter@401kinabox.com
Equal Opportunity Employer
Must be authorized to work in the US.
How to Apply
To apply, please email your résumé to peter@401kinabox.com
A Verified Employer
401kinabox has trusted BenefitsLink to help reach qualified candidates for this opening.