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Manager - Plan Documents

NPPG

(Remote / Shrewsbury NJ)

We are looking for a full-time Manager – Plan Documents on-site in our Shrewsbury, New Jersey headquarters. We will consider fully remote within the US.

The Manager – Plan Documents is a leadership role responsible for overseeing plan documents and special projects. The manager will lead a team of plan document specialists to ensure the plans adhere to ERISA, IRS, and DOL regulations. This team is responsible for DB and DC plans to include 401(k), 403(b), 457, cash balance, single employer plans and MEPs/PEPs. This manager will also be responsible for special projects such as restatements, mandatory amendments, PEP committee and other special projects.

If you are a highly organized, detail-oriented leader who can easily manage multiple priorities in a fast-paced, client-focused environment and drive for process optimization, we want to connect with you!

Primary Responsibilities

• Operational leadership: Lead, mentor, and manage a team of plan document specialists, fostering a culture of high performance, accuracy, and professional development.
• Plan documents: Maintain plan documents for all plan types ensuring they reflect current regulations and manage timely execution of discretionary and regulatory amendments. Ensure all retirement plans are updated timely for regulatory changes and notice requirements are met. Manage completion of restatement cycles for DB and DC plans and regulatory plan document updates.
• Compliance oversight: Ensure all plan documents are drafted in full compliance with relevant government regulations, including ERISA and the Internal Revenue Code.
• Process enhancement: Analyze and evaluate existing business procedures to identify areas for improvement in efficiency and service delivery. Develop and implement technology-driven approaches to streamline plan documents and reporting that scale with our growth.
• Client and vendor relations: Act as the primary point of contact for complex client inquiries and escalations. Manage relationships and agreements with external partners, such as document vendors, plan sponsors, advisors and recordkeepers.
• Strategic planning: Collaborate with senior management on strategic planning initiatives. Analyze operational metrics to ensure profitability and sustained growth.
• Projects management: Define project requirements, establish due dates, ensure alignment between business goals, coordinate resources across functions, monitor progress, communicate updates and ensure the successful completion of project objectives.
• Problem resolution: Research and resolve complex issues related to plan operations, plan documents, and participant matters.
• Collaborate with other teams within NPPG to ensure client expectations are met
• Develop and implement policies to streamline and automate operations.
• Participate in meetings with prospects, during conversions or M&A activity
• Travel as needed to effectively service NPPG clients and promote NPPG services
• Stay current on industry updates, legislative changes and internal initiatives as they pertain to and impact recordkeepers, clients, participants, and plan

Required Qualifications

• 10+ years of experience in third-party administrator, recordkeeper or financial services, with at least 5 years in a leadership role overseeing retirement plan administration.
• Extensive experience with various types of retirement plans, including 401(k), 403(b), and Defined Benefit plans.
• In-depth knowledge of 401(k) and 403(b) ERISA, IRS and DOL regulations and fiduciary responsibilities
• Proficiency with creating and managing plan documents and administrative procedures.
• Experience plan document software (e.g., Relius, FT William, PensionPal/PensionPro)
• Proven track record of leveraging technology to drive compliance efficiency and scalability
• Experience implementing compliance technology solutions and plan document software
• Proven leadership and people management skills
• Project management experience
• Exceptional organizational and problem-solving skills, with the ability to track multiple tasks and issues, set goals and prioritize tasks in a fast-paced environment
• Excellent verbal and written communication skills with the ability to translate complex regulatory requirements for diverse stakeholders
• Ability to collaborate with others and work autonomously
• Proficiency with Microsoft Office Suite

Preferred Qualifications

• ASPPA, NIPA or ERPA credentials
• Experience with MEPs/PEPs
• Bachelor's degree

NPPG (https://www.nppg.com/https://www.nppg.com/) is an independent third-party administrator (TPA) that offers employee benefits, retirement planning, actuarial consulting, and fiduciary services. We provide clients with customized and comprehensive solutions for medical, dental, and disability insurance as well as 401(k), pension/actuarial and fiduciary services. NPPG operates as a trusted partner to ~8,000 clients nationally.

We are an equal opportunity employer committed to diversity and inclusion. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other protected characteristic as outlined by federal, state, and/or local laws.

How to Apply

Please email your resume to bcornelius@nppg.com.

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