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Relationship Manager

Benefit Plans Plus, LLC (BPP)

in Saint Louis MO / IL / IN

Position Overview

Provide annual plan administration services and technical compliance support to employers who sponsor qualified retirement plans, within performance standards and service objectives. Including in-depth understanding of the complexities of all facets of administering qualified retirement plans.

Essential Job Functions

  • 5-10+ years experience in annual administration of qualified DC / 401(k) plans including thorough understanding and ability to interpret complex plan documents and code provisions.
  • Hands-on non-discrimination compliance testing and government form preparation and filing experience
  • Excellent analytical and technical skills
  • Able to research, problem solve and use critical thinking skills
  • Strong working knowledge of accounting and investment principles
  • Excellent interpersonal, organizational, prioritization and verbal and written communication skills
  • Ability to work in a team environment, under pressure, meet deadlines, handle large volume of diverse work
  • High level of PC skills; working knowledge of spreadsheets, word processing applications, vendor systems and record keeping systems.
  • Willingness to learn and coachable; team player
  • High motivation, energy and discipline
  • Client Service Oriented
  • Project and Time Management skills
  • Ability to cross function in the organization
  • In-charge & Soft skills training
  • Communication skills
  • Leadership skills

Responsibilities

  • Manage caseload (1 – 80+ plans) of 403b, Profit Sharing, Cafeteria & Welfare and/or 401(k) plans.  Responsibilities include:  interpreting / preparing plan documents, reconciliation of plan investments, calculating contributions for corporate and self-employed business entities, maintaining on-going client relationships via face-to-face and telephone contact, preparing and analyzing compliance testing results, preparing and analyzing required government filings, interacting with external clients / advisors / vendors and internal customers
  • Manage and administer EB Audit Level clients (plans >100 employees)
  • Establish and build effective and productive relationships with clients and key advisors
  • Provide “lead person” type support to RPS’ (Retirement Plan Specialists)
  • Willingness to travel to all BPP locations to administer plans or deliver reports to clients
  • Assist in the installation of new business as needed
  • Participate in Rapid Improvement Projects
  • Identify and take action on cross-selling opportunities
  • Lead and/or assist in the delivery of client consulting engagements
  • Manage time budget at a high level
  • Play an integral part in project and risk management as well as day-to-day operational efficiencies
  • Continue education through seminars and industry certifications, etc.

Preferred Experience

  • Human Resource Knowledge
  • Accounting and Financial Knowledge
  • Teaching Experience or Knowledge
  • Working knowledge of Datair Recordkeeping System
  • Working knowledge of FT Williams
  • Plan Design knowledge
  • Bachelor’s degree in Business or Financial discipline
  • Industry certification(s)
  • Employee Communications
  • Sales and Marketing
  • Product development expertise
  • Active in professional organizations

How to Apply

Please send resume and cover letter in PDF format to pshelton@bpp401k.com

Visit our web site.


This ad has been viewed 1170 times. It expires on 11/4/2017.

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