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Account Manager


in Blacklick OH / NC

Location:  Blacklick, OH or Charlotte, NC

Reports to:  Regional Vice President

Essential Functions:

  • Completes all valuations for case load which includes:
    • Reviewing census data and eligibility
    • Completing contributions and testing
    • Asset Reconciliation Annual cover letter
    • Trains new clients in Pension Pro with phone call
    • Advises clients on new plan design options and completes plan studies when needed
    • Oversee Plan Administrators
  • Ensure all clients are receiving feedback and resolution on their inquiries on a daily basis
  • Approves contributions and distributions
  • Completes QDROs
  • Complete QDIA information set up for existing cases
  • Point person for plan audits
  • Complete Tax Filings for Form 5330
  • Reviews tax filings for form 5500, SAR, 5558, 1099R’s and SSA-when required
  • Complete 70 ½ distributions
  • Annual year-end cleanup work which includes:
    • Forced out distributions to be done
    • Vesting updates at Fund House, if required
    • Follow-up on forfeitures being allocated or used from previous year
    • Any source changes that needed to occur should be confirmed that all happened by year end.
  • Process Mass Exchange forms
  • Attends meetings at clients or brokers request, with approval from Administration Manager
  • Involved in monies being moved from one fund house to another on existing cases
  • Completes additional items for plans with 3(16)
  • Handles APR’s as needed
  • Works with a Client Relationship manager on case load


  • Strong experience in working with large retirement plans
  • Relius experience is a plus.
  • Technically trained to be able to work independently on caseload
  • Having 3(16) knowledge or experience is a plus
  • Maintain or obtain certifications (ASPPA and NIPA)
  • Be able to work well in a small office with a strong team environment
  • If remote, candidate must have previous experience from working from home

How to Apply

Please email resume, and include salary requirements, to

Thank you.

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This ad has been viewed 579 times. It expires on 1/29/2018.

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