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TPA Department Manager

Keating & Associates, Inc.

in Remote / Manhattan KS

Logo for Keating & Associates, Inc.

Job Summary

The TPA Department Manager oversees the department functionality and success of all employees in addition to meeting the deadlines of ERISA, DOL, and IRS as it pertains to client documents.  Ensuring that processes are in place and utilized by all to create efficiency and growth is of upmost importance. You will be responsible for confidential and time sensitive material as well as be expected to gain and utilize expertise in a wide variety of field concepts, practices, and procedures within the industry. Relying on experience and judgement to plan and accomplish goals with a high degree of research is expected. Learning new technology and implementing the technology that makes the most sense to the department and clients is a necessity of this role.

The TPA Department Manager will report directly to the Director of Operations.

Expanded Responsibilities

  • Align with and implement KA leadership’s vision for TPA Department
  • Leading, managing and accountability of staff, including TPA staff final interviews, hiring decisions and development
  • Monitoring delegation and review of workflow processes
  • Oversee development and delivery of training procedures
  • Accounting work on retirement plan annual valuations
  • Evaluate, maintain, and improve efficiency of department through technology
  • Grow and maintain advisor, client, and vendor relationships, owning the customer service experience for advisors and clients
  • Facilitate sales process of new plans with advisors and prospective clients
  • Coordinate with other departments to promote efficiencies
  • Monitor, maintain and implement professional and field-related knowledge regarding retirement plan and flex benefit plans current and new federal regulations
  • Interpret plan rules to ensure compliance with plan document
  • Oversight of Compliance Administrator’s:
    • Monitoring and Implementation of industry-specific regulations
    • Verification and organization of client data

Desired skills

  • Accounting experience or strong math skills
  • Strong computer and software skills, to include knowledge in Microsoft Office 365
  • Experience in a customer service capacity
  • Accustomed to working in a fast-paced, team-oriented environment
  • Demonstrate initiative in solving problems and implementing solutions
  • Able to exercise independent judgment and be self-motivated
  • Ability to collaborate and maintain strong working relationships
  • Detail oriented, excellent time management skills, able to prioritize tasks
  • Delivers clear, effective communication both internally and externally
  • College degree or equivalent preferred

Required Qualifications

  • 10+ years of industry experience
  • Retirement Plan Fundamentals Certification
  • QKA Credential or Equivalent

Preferred Qualifications

  • QKC Credential or Equivalent
  • Experience in Fiduciary Rules

How to Apply

Apply Now

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