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Plan Manager, Retirement Services


in Indianapolis IN

The Plan Manager works with clients on the daily administration of all types of Retirement Plans.  Responsible as an individual and as a member of a team for the overall quality of service provided to internal and external customers.  Responsible for the core activities of participant/client service, administrative record keeping including accuracy, timeliness and documentation of communication.  Responsible for sharing information with internal customers and bringing decision-making issues/problems to their Supervisor.  Must prioritize workload in compliance with established turnaround times and deadlines.

A 4-year degree, or 2-year degree and 2 years experience, or 4 years related experience.  Experience in retirement plan servicing and cross-tested plan design is strongly preferred.  ASPPA QKA or QPA; CEBS or RPA suggested.    Must possess strong verbal and written communication skills.  Must be able to handle a heavy caseload and have the ability to prioritize one’s work.  Must have ability to meet established turnaround times and adhere to department accuracy standards.  Must possess strong math, accounting, and analytical abilities.  Must be willing to work hours needed to complete the assigned tasks.

How to Apply

Apply online using this link:*5A0DEF74A88CE8A6

This ad has been viewed 417 times. It expires on 11/13/2018.

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