Position: Lead Account Manager, Retirement (Remote)

Job Description:

Our client is seeking a Senior Account Manager to oversee the administration and compliance of a portfolio of 50-75 small market retirement plans (Solo(k) to 200 participants). This role is responsible for ensuring accurate compliance testing, government filings, and exceptional relationship management for assigned clients.

If you're a detail-oriented, client-focused professional with a passion for retirement plan administration and a drive to optimize processes, we'd love to hear from you!

Essential Duties and Responsibilities:

• Manage a portfolio of 50-75 small market retirement plans (Solo(k) to 200 participants), ensuring accurate plan administration and compliance.
• Serve as the primary client contact, addressing inquiries on compliance, tax reporting, audits, and regulatory guidelines.
• Perform compliance testing, including ADP/ACP, Top Heavy, and other nondiscrimination tests, ensuring IRS and ERISA compliance.
• Prepare and file Form 5500 and other required government filings accurately and on time.
• Resolve complex client issues by leveraging available resources and collaborating with internal teams.
• Enhance client retention by delivering high-quality service and identifying opportunities for relationship growth.
• Consult with plan sponsors on plan design, regulatory updates, and best practices to optimize plan performance.
• Collaborate with internal teams, including analysts and support staff, to streamline processes and improve service delivery.
• Develop and implement process improvements to increase operational efficiencies and maintain compliance standards.
• Attend client meetings and prepare relevant materials to support discussions on plan administration and compliance.
• Stay up to date on industry regulations, ensuring all plans adhere to the latest IRS, DOL, and ERISA guidelines.

Experience and Certifications Required:

• Bachelors Degree
• Highschool Diploma or GED
• At least 8 years of professional, retirement plan administration, and compliance experience

Skills Required:

• Possesses highly advanced and broad knowledge of industry and professional concepts, principles, practices, and procedures
• Possesses advanced knowledge of pertinent laws, regulations, and professional standards
• Expert use of applicable technology
• Proficient use of MS Office Suite (Outlook, Word, Excel, PowerPoint) and enterprise communication and travel solutions (Concur, Skype)
• Experience performing work that requires initiative and leadership skills
• Experience in coaching and teaching others
• Qualified Pension Administrator (QPA), Qualified 401(K) Administrator (QKA)
• Ability to anticipate and elicit customer needs
• Ability to self-learn and develop business and technical knowledge quickly
• Motivated team player with demonstrated interpersonal skills
• Comfortable working with quick turnaround times and deadlines
• Excellent communication skills with the ability to effectively interact with individuals at all levels of the organization
• Ability to travel as necessary (Possibly up to 10%)

Details