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Client Service Manager

United 401(k) Plans, Inc.

in Remote

Logo for United 401(k) Plans, Inc.

Who We Are and What We Do

United 401(k) Plans, Inc. provides Third Party Administration (TPA) and Record Keeping related to compliance conformity of employer sponsored retirement plans. Based in Salt Lake City, UT, United 401(k) Plans, Inc. has been providing 401(k) Third Party Administration services since 2005. Our service oriented team includes professionals with over 20 years of specialized experience in the retirement plan industry. United 401(k) Plans, Inc. operates on a national level and can service any size plan in all 50 states.

Our team is focused on providing innovative service and educational products not found at other typical TPA firms. From our very beginnings, we have been dedicated to providing the highest quality of service and plan administration possible. We take pride in our continued focus on innovation in all areas of retirement plan administration.

What You Will Do

The Client Service Manager position is a client-facing position with an assigned book of business. You will work with internal and external contacts including financial advisors, clients, and others.

Specific tasks include:

  • Provide superior customer service, including problem solving with minimal inconvenience to clients
  • Partner and communicate with plan sponsors and financial advisors on a regular basis
  • Stay current with ERISA laws through self-study and company-sponsored training sessions
  • Administer an assigned book of plans to include reviewing and reconciling plan activity and assets and prepare Form 5500; coordinate with plan sponsor to help ensure timely filing
  • Handle annual compliance testing related to 401(k) plans
  • Have a strong knowledge of reviewing loan & distribution requests  
  • Possess a strong understanding of required participant disclosure notices and related deadlines
  • Be capable of reading and understanding Plan Documents
  • Manage and meet deadlines
  • Manage special projects as assigned
  • Work independently with Microsoft Excel, Word, Outlook and Adobe PDFs
  • Work with Relius software systems
  • Work with various recordkeeping platforms

Position Qualifications:

  • QKA Professional designation required, or be willing to obtain within 1 year of employment.
  • 2+ years plan administration experience.
  • Working knowledge of IRS and DOL regulations.
  • Proficient MS Office skills and computer skills.
  • Proficient knowledge of Relius plan administration software.
  • Knowledge defined contribution retirement plans.

What We Offer

A competitive benefits package with a generous employer contribution towards premiums for Medical and LTD, as well as group pricing on Dental, Vision, STD, Life and other insurance plans. We believe in family first here and encourage employees to take time to rest, play, and recharge so we offer ample PTO time and holiday schedule. We support and encourage employees’ goals to further their education and pay for courses and testing materials for ASPPA. Our retirement plan offers both pre-tax and Roth contributions and a 6% employer contribution.

Compensation range for this position is from $50,000 to $70,000 based upon experience.

What We Are Looking For

We are looking for a talented new team member who will serve as the main contact for clients and be expected to help gather data, answer questions, and assist with plan administration. The following skills and experience are essential.

  • Possess good reconciliation skills and strong problem-solving skills
  • Strong interpersonal and communication skills: verbal, listening and written.
  • Strong organizational skills, both electronically and paper.
  • Exhibit initiative and be proactive when necessary.
  • Display discreetness, awareness and confidentiality of work.
  • Strong multi-tasking capabilities, flexibility, and adaptability.
  • Ability to work independently and in a team environment.
  • Strong presentation skills.

How to Apply

To apply, please email your resume to jennifer@united401k.com


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