Account Manager

Base salaries are determined during our interview process, by assessing a candidate’s experience, skills against internal peers and against the scope and responsibilities of the position.

Job Summary:             Maintain client/advisor relationship; perform compliance testing; contribution calculations; Form 5500 preparation and working with auditors.    

Responsibilities:

• Provide high level of service to clients and advisors
• Ensures all clients are receiving feedback and resolution to their inquiries on a daily basis
• Interpret plan documents
• Thorough knowledge of ERISA, IRS & DOL regulations regarding qualified plans 
• Analyzes census to determine eligibility
• Calculate employer contributions based on the plan’s provisions and confirms with client amount of annual funding
• Preparation of annual non-discrimination tests (ADP/ACP; 415; 402(g), 416, 410(b) and ability to discuss testing results with client
• Prepare Government Forms:   5500 and Related Schedules, 5558, 5330, 8955 and works with plan’s auditor and ability to discuss Forms with the client.
• Reconciliation of trust assets
• Review and approve participant requested loans and distribution requests
• Identifies and completed RMD distributions
• Advises clients on new plan design options and completes plan studies when needed
• Oversee assigned Administrator to ensure deadlines are met timely
• Attends client and advisor calls/meetings upon request with approval from assigned Manager.
• Annual year-end clean-up to include follow-up on forfeiture re-allocations, source transfers determined during the compliance review
• Work with clients to terminate their plan

Requirements:

• 5+ Years retirement plan compliance experience
• Ability to maintain caseload of 55-65 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.

Must have previous experience working in remote environment