Defined Contribution Client Relationship Manager for Niles Lankford Group & Affiliated Companies in Plymouth IN / Powell OH / Mount Pleasant SC / Peoria AZ / Cincinnati OH / Telecommute 
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Defined Contribution Client Relationship Manager

Niles Lankford Group & Affiliated Companies

in Plymouth IN / Powell OH / Mount Pleasant SC / Peoria AZ / Cincinnati OH / Telecommute

We are seeking a Client Relationship Manager with experience in administration of Defined Contribution Plans, including 401(k), 403(b) Plans and DB / DC Combo Plans.   The chosen candidate will have the opportunity to develop and grow with a strong administrative team.


  • Reconciling Trust Assets and Deposits
  • Calculation of Employer Contribution
  • ADP / ACP Non-discrimination Test
  • 401(a)(4) Non-discrimination Test
  • 410(b) Average Benefits Percentage Test
  • Preparation of Form 5500, Related Schedules
  • Consulting with Plan Sponsors to optimize plan design
  • Proactively communicate with clients
  • Review completed work by other associates.


  • Bachelor’s degree
  • 3-5 years of experience working with retirement plans
  • Experience completing all required testing including ADP / ACP, 415, 416, 401(a)(4), 410(b) etc.
  • Knowledgeable with rules and regulations of ERISA, DOL, IRS
  • Very knowledgeable with Excel, Word, Outlook
  • Effective Communication skills both verbal and written
  • Attention to detail and strong organizational skills
  • Team player


  • Experience with Relius Administration and Government Plans
  • QKA / QPA or APA
  • Self-Motivated
  • Desire to continue growth and education
  • Organized and have ability to work independently and as a team
  • Strong problem solving skills
  • Ability to stay calm under pressure
  • Have a positive “can-do” attitude


We offer competitive salaries and a comprehensive benefits package including medical, dental, life & disability insurance, HSA account, 401(k) with company contributions, PTO, paid holidays and paid industry related education and membership dues.

Candidates who are qualified for the position that are not located near one of our offices will be considered for remote work.

How to Apply

Interested candidates please send resume and salary requirements to

Visit our web site.

This ad has been viewed 1145 times. It expires on 5/27/2018.

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