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Retirement Plan Account Manager

Financially Solid Company

in FL / IA / IL / MA / MI / NC / NJ / NY / PA / TX / WA / WI

Financially solid company with strong commitment to retirement plan clients.

RETIREMENT PLAN ACCOUNT MANAGER

  • Manage a caseload of mid-large institutional retirement plans
  • Internal client liaison for plan sponsors of 401(k) plans
  • Consult on plan design 
  • Prepare, oversee and review compliance testing and 5500's
  • Subject matter expert in IRS/DOL regulations
  • Occasional travel to client sites

To be considered, you'll meet the following qualifications:

  • 3+ years experience in retirement services or trust administration with strong plan sponsor contact
  • MUST HAVE experience performing non-discrimination testing and 5500's
  • Strong ERISA and plan design knowledge... (we're looking for a "guru!")
  • ASPPA designations helpful
  • Strong organizational, critical thinking and problem resolution skills
  • Ability to work in a fast paced environment and meet deadlines
  • Strong team player that will collaborate well with internal & external business partners
  • Exceptional communication skills (verbal & written) with a strong attention to detail
  • Career-minded and self motivated
  • Collaborative team player

How to Apply

Qualified candidates can submit resumes and salary requirements to retirementservicesjobs@gmail.com


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