Alliance Benefit Group WI is a Third Party Administration firm which provides full-service retirement plan consulting, record keeping and
administration. The firm specializes in designing and servicing participant directed 401(k), 403(b), 457 plans, and other types of qualified retirement plans.
The firm's operational headquarters are located in
Madison, Wisconsin. Staff includes 10 full time retirement plan professionals, with a combined total of over 100 years’ experience in the field. We are seeking an action oriented and “hands on” 401(k) Account
Manager who is results driven and highly collaborative. Join our TEAM...
What you will do...
Maintain caseload of clients including preparation of IRS Form 5500, annual valuation,
contribution calculation, nondiscrimination testing, distributions.
Develop and solidify working relationships with plan sponsors, contacts and intermediaries.
Provide timely and accurate answers to clients’ inquiries.
Monitor and review day to day plan activity, remain current with operational issues.
Participates in client meetings, conference calls and web conferences.
Show an ongoing commitment to Pension Education and
What we seek...
Proficiency in MS Excel & MS Word.
Proficiency in industry-specific software.
Highly skilled in problem analysis and problem resolution.
interpersonal and communication skills.
Maintain a general knowledge of current ERISA regulations
Bachelor degree or equivalent experience preferred.
Valued but not Essential Skills and
Experience with retirement plan administration or “third-party” recordkeeping.
Will consider training applicate with no prior experience if they
possess CPA or accounting or bookkeeping degree.
What we offer...
Your commitment to ABG is the key to our success. In turn, we can offer you a full array of employee benefits and flexibility to help you achieve your
very own work/life balance. ABG Associates are highly trained in best practice procedures and empowered to implement solutions that meet our clients' goals. We continuously work to improve our Associates' skills
and our processes to meet the needs and expectations of our clients.