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Relationship Manager

Benefit Plans Plus

in Remote / Saint Louis MO

The Relationship Manager provides annual plan administration services and technical compliance support to employers who sponsor qualified retirement plans within performance standards and service objectives, including an in-depth understanding of the complexities of all facets of administering qualified retirement plans. This position is available in Missouri – St. Louis and Illinois offices or remote.

ESSENTIAL FUNCTIONS:

• Manage a large caseload of 403b, Profit Sharing and 401(k) plans, including: interpreting and preparing plan documents, preparing reconciliation of plan investments to the plan valuation report, calculating contributions for corporate and self-employed business entities, preparing, and analyzing compliance testing results, prepare and analyze government filing requirements, interacting with external clients/advisors/vendors.

EXPERIENCE / SKILLS:

• 0 - 5 years experience in annual administration of qualified DC/401(k) plans, including thorough understanding and ability to interpret complex plan documents and code provisions.
• Hands-on non-discrimination compliance testing and government form preparation and filing experience
• Strong working knowledge of accounting and investment principles
• Ability to work in a team environment, under pressure, meet deadlines, handle a large volume of assorted work
• High level of PC skills; working knowledge of spreadsheets, word processing applications, vendor systems and record keeping systems.
• Coachable, Leadership, problem solving and critical thinking skills
• Excellent interpersonal, verbal, written communications, organizational and prioritization skills

Preferred Systems / Education:

• Working knowledge of Datair Record Keeping System
• Working knowledge of FT Williams
• Working knowledge of PensionPro
• Plan design knowledge
• Bachelor’s degree in Business or Financial discipline or equivalent experience
• Industry certification(s)
• Active in professional organizations

Benefit Plans Plus is proud to be an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, gender identity, sexual orientation or any other characteristic protected by the law.  BPP is committed to providing a workplace free of any discrimination or harassment.

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