ABG Retirment Plan Services (ABGRPS) began as Small Parker and Ackerman, Inc. in 1968 with a staff of four. Today, the firm has grown to employ 80 Team Members in its principal office located in the Twin Towers Office plaza in downtown
We provide recordkeeping, administration and investment consulting services as a Registered Investment Advisor (RIA) to employer-sponsored retirement plan participants with more than $3 billion in plan assets. Our firm is one of the largest
independent recordkeepers for retirement plans in the nation.
ABGRPS, an employee owned company, is always looking for people who can bring new perspectives and life experiences to our teams. If you’re looking for a place that values your
curiosity, passion, and desire to learn, then submit your resume today for future consideration.
What you will do...
Maintain a caseload of Plans with approximately $400,000 - $750,000 of annual revenue and a
required retention rate of 95% (+/-).
Continually develop and solidify working relationships with the Plan Sponsors, Intermediaries and other pertinent parties.
Monitor and review day-to-day plan activity to ensure operational accuracy
and proactive communication with Plan Sponsors, Intermediaries and other pertinent parties.
Provide timely and accurate answers to inquiries from Plan Sponsors, Intermediaries and other pertinent parties.
Remain current with industry
technical knowledge toward the responsibility for operational accuracy and the ability to recommend process improvements.
Coordinate with Recordkeeping Team personnel as needed to prepare accurate reports and statements in accordance with the
company standard turnaround time.
Routinely work with and be responsible for the ongoing training of team members at the direction of the Team Leader.
What we seek...
Specialized knowledge of current ERISA
Two to three years’ experience as a proven Account Manager.
College Degree or equivalent experience.
Proficiency in Microsoft Office software
Proficiency in industry-specific software
Ability to independently organize and prioritize tasks
Strength in problem analysis and problem resolution
Excellent interpersonal and communication skills
In-depth understanding and application knowledge of all ABG
Advanced designation (either ARPS or QKA) highly desirable.
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 Team Members are highly trained in best practice procedures and empowered to implement solutions that meet our clients' goals. We continuously work to
improve our Team Member's skills and our processes to meet the needs and expectations of our clients.