Position: Retirement Plan Manager
*Can be remote in PA & NY*

Job Description:

Our client is seeking an experienced Retirement Plan Manager to join our Retirement Services Group. This client-facing role involves managing an assigned book of retirement plan clients, ensuring compliance, and delivering high-quality service. The ideal candidate will have strong technical expertise in retirement plan administration, excellent communication skills, and the ability to work collaboratively in a results-driven environment.

Essential Duties and Responsibilities:

• Build and maintain strong relationships with Plan Sponsors as their primary point of contact.
• Coordinate and lead annual plan review meetings; assist with participant presentations when needed.
• Manage and prioritize workload to meet quarterly and annual goals in a team-oriented environment.
• Advise Plan Sponsors on plan design and ensure proper drafting and maintenance of related documents.
• Collect and review annual census and other required plan data from clients.
• Prepare and submit all required government filings, including Form 5500, and collaborate with external auditors for audited plans.
• Perform compliance testing, including ADP/ACP and top-heavy testing, and calculate annual employer contributions.
• Work closely with the Recordkeeping Team to verify data accuracy and resolve any recordkeeping issues.
• Stay up to date on legislative and regulatory changes, ensuring client plans remain compliant.
• Prepare and distribute all required participant notices and plan communications.
• Address client inquiries, troubleshoot issues, and provide support on plan enrollment, investment education, and reporting errors.
• Contribute to fee schedule assessments and ensure timely fee collection from clients.

Experience and Certifications Required:

• BS or BA in a related field of study is preferred, along with specialized training related to employee benefits plan administration.
• 3-5 years of experience in a related position preferred. Experience with Relius Administration and Pension Pro is a plus.
• Must possess at least one certification from a recognized professional organization (i.e. QKA, QKC, QPA, CPC, APA, CEBS, CRSP).
• Thorough knowledge of all laws, regulations, and policies impacting retirement plans and IRA administration; working knowledge of investment terminology for presentation participants.

Skills Required:

• Strong knowledge of retirement plan administration, compliance, and industry regulations.
• Excellent written and verbal communication skills to effectively interact with clients and internal teams.
• Ability to manage and prioritize multiple tasks in a deadline-driven environment.
• Experience with compliance testing, including ADP/ACP and top-heavy testing.
• Proficiency in preparing and filing government forms, including Form 5500.
• Strong problem-solving skills to troubleshoot client issues and resolve discrepancies.
• Ability to consult with Plan Sponsors on plan design and regulatory requirements.
• Experience with recordkeeping processes and verifying allocations and reports.
• Familiarity with Relius Administration and Pension Pro software (preferred).
• Proficient in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
• Strong attention to detail and analytical skills.
• Self-motivated with the ability to work independently and as part of a team.
  

Benefits:

• Medical, Dental, and Vision Insurance
• Additional Insurance Plans, including Life and Disability Insurance
• Pre-Tax and Roth Retirement Plan Contributions
• 3% Safe Harbor Contribution
• 50% Matching Contribution on the first 6% deferred

Details