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Account Manager


in NC / OH / SC / Telecommute

Location:                  Any of our offices or remote

Job Summary:       Maintain client/advisor relationship; performs compliance testing; contribution calculations; Form 5500 reporting 


  • Maintain effective relationships with clients and advisors
  • Interpret plan documents
  • Thorough knowledge of ERISA, IRS & DOL regulations regarding qualified plans
  • Analyzes census to determine eligibility
  • Calculates employer contributions based on document provisions
  • Preparation of annual non-discrimination tests (ADP/ACP; 415; 402(g), 416, 410(b))
  • Prepare Form 5500, 5330, 8955
  • Reconciliation of trust assets
  • Review and approve participant requested loans and distributions
  • Work with clients to terminate their plan


  • 3-5 Years Defined Contribution retirement plan compliance and service experience
  • Ability to maintain caseload of 80 – 120 defined contribution plans, including 401(k) and 403(b)
  • Excellent Client Relationship skills
  • Excellent communication and organizational skills
  • Problem solving ability
  • Ability to work in fast paced team environment
  • Working knowledge of Microsoft office (excel, word, outlook)
  • Working knowledge of Sungard Relius compliance software & FT Williams Government forms a plus
  • ASPPA designations a plus or be willing to obtain designations
  • Ability to ensure timely and accurate completion of all assigned client’s compliance testing, valuation reporting and tax filings.

How to Apply

Submit resume with salary requirements to:

This ad has been viewed 1461 times. It expires on 5/25/2019.

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