This position serves as a team member responsible for the day-to-day consultative servicing of our top tier
employer sponsored retirement plan clients.
Coordination of all service deliverables from the corporate office
Ensuring that all commitments and needs are addressed timely
Responsiveness to all client
inquiries and requests Hands-on problem resolution associated with operational processes (e.g. contributions, distributions, reporting, etc.)
Quarterly statement review and trouble-shooting;
Consultative communication of regulatory
issues and trends for our clients’ consideration
The Plan Manager coordinates resources to consistently meet expectations for all annual plan life-cycle events; documents all significant commitments and interactions;
participates in departmental projects in collaboration with supporting service teams within the organization.
The successful candidate will:
Possess a positive attitude
Have an independent, take-charge approach
to managing their assigned book of business
Have proven time management skills
Demonstrate a level of confidence that allows him/ her to present comfortably in front of groups
Four-year degree and five
years of experience is required,
OR… a 2-year degree and 6-8 years’ experience
This experience should be within the Retirement Services industry
Either possess or obtain Qualified Plan Administrator
(QPA), Qualified 401(k) Administrator (QKA), or a Certified Employee Benefits Specialist (CEBS) designation.
The ability to travel, within all areas of the United States, is required for this position.
How to Apply
To apply for the PLAN MANAGER - TRUST with OneAmerica, please apply through: