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Defined Contribution Account Manager

Qualified Plan Administrators Inc

in Augusta GA

Type of Position:  full time                                                     Location:  Augusta, GA


The person in this position will be responsible for all phases of daily, quarterly and annual work to include testing and governmental reporting.   

Responsibilities Include:

  • Superior client service and ability to consult with clients regarding plan operation and design
  • Daily work includes working on all aspects of valuation including quarterly reports, testing and Form 5500
  • Approve loans, distributions, hardships and contributions
  • Monitor quarterly and annual plan projects
  • Prioritize, research and resolve client questions related to plan design & operation, compliance and technology
  • Ensure proper procedures are being followed
  • Eligibility determination with contribution calculations
  • Monitor contributions to ensure timely deposit
  • Monitor census to ensure timely receipt and information is complete
  • Stay current regarding regulatory and legislative requirements
  • Maintain industry designations
  • Marketing/Services Promotion ability

Characteristics, Knowledge and Skills:

  • Strong knowledge of ERISA, plan design and fiduciary relationships
  • Self-Motivated – High energy with effective poise and presence
  • Minimum 4 years’ experience in retirement plan administration
  • Able to work in a small office environment
  • Able to understand and meet deadlines
  • Aptitude toward math and accounting
  • Detail and service oriented
  • Experience with Relius
  • Experience working in daily administration environment

Benefits Package:

  • Medical, Prescription, Vision, Dental, Life Ins
  • Paid holidays and vacation
  • 401(k) Plan

Salary history, 3 direct business references and work history must be submitted with your resume

This is not a remote position

How to Apply

Submit your resume with salary history, 3 direct business references and work history to

Visit our web site.

This ad has been viewed 616 times. It expires on 4/24/2018.

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