Job Summary
The Account Manager supports retirement plan clients by building strong relationships and overseeing key plan administration and compliance activities. This role manages contributions, performs compliance testing, coordinates government filings and audit requests, and helps ensure plans meet applicable ERISA and IRS requirements.
Responsibilities
- Maintain productive relationships with retirement plan clients and address their account needs.
- Manage plan contributions and conduct required compliance testing.
- Prepare government filings and coordinate with auditors during plan audits.
- Monitor plan operations for compliance with ERISA and IRS regulations.
Qualifications
- College degree or at least 7 years of experience in the retirement industry.
- At least 3 years in account management or retirement plan administration.
- QKA designation, or the ability and requirement to attain it.
- Proficiency with Microsoft applications and industry-specific software.
